Account Manager

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Benefact Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤲 Charity

Finance • Charity

Benefact Group is a commercial group of financial services businesses with a social purpose that donates available profits to charities and good causes. The group comprises specialist insurance, broking and advisory firms, and asset management businesses operating across multiple countries, serving both individual and institutional clients while supporting community and climate commitments. Benefact Group emphasises purpose-driven careers, employee development, and large-scale charitable giving and impact.

📋 Description

• Build and maintain a successful contact strategy for each broker. • Work closely with internal and external stakeholder to support the delivery of great customer outcomes. • Provide support to the Strategic Account Managers by creating a continuous feedback loop that feeds the delivery of regional account plans. • Engage with colleagues across Ecclesiastical UK to leverage business relationships and ensure agreed strategies are implemented effectively. • Acting within Ecclesiastical’s risk appetite, target, win and retain business in our core market sectors, delivering profitable growth in line with plan through: Prospecting, including using and growing CRM pipeline. • Planning and delivering agreed activity levels. • Delivering a high-quality sales process. • Driving profitable new business growth. • Supporting renewal process. • Represent all areas of Ecclesiastical UK’s Intermediated business, including Specialist Niches, Art and Private Client, Real Estate and Schemes. • Work pro-actively with colleagues in the technical support functions (Claims, Risk and Underwriting) to deliver exceptional service and propositions to our brokers and their customers.

🎯 Requirements

• Strong track record in a commercial insurance sales role within the UK market. • Proven ability to build productive relationships internally and externally. • Excellent communication, negotiation & presentation skills. • Knowledge of tactical marketing campaigns and ability to identify such opportunities. • Ability to plan, prioritise and manage own work to deliver agreed objectives and meet targets. • Proactive with desire to continuously improve. • Appropriate IT and data skills (including Microsoft suite) • Cert CII or commitment to achieve within an agreed timescale.

🏖️ Benefits

• Car allowance • Group Personal Pension - up to 12% employer contribution • Generous annual bonus scheme: on-target bonus between 7.5% and 30% • 28 days annual leave plus bank holidays, and a holiday buy and sell scheme • An array of health and wellbeing benefits, including private healthcare, income protection and life assurance • £200 annual personal grant to a charity of your choice • Encouraged to take at least one volunteering day per year • Employee Assistance Programme • Full study support to gain professional qualifications • Access to virtual GP • Enhanced maternity and paternity pay