Customer Success Manager
CivicPlus
Employee Benefits Consultant
The Ardonagh Group
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide advice on new products and renewals, speaking to customers to understand their needs and retain loyalty.
- Successful management of own SME and mid corporate client portfolio to deliver renewal income in line with company's strategic objectives.
- Generation of new business income through client referrals, introducer relationships, and other business development initiatives.
- Delivery of additional revenue growth through client referrals to other health sales teams.
- Operate in accordance with the company’s sales quality standards to ensure high quality outcomes for customers.
- Work closely with line manager and team to develop the customer proposition for SME customers.
- Effective management of relationships with providers to deliver high quality outcomes for clients and the business.
- Effectively negotiate with the holding insurer and alternative insurers to obtain good value outcomes for customers.
- Ensure commercial targets are met by maximising business and service opportunities from all contacts.
Requirements
- Experience within the financial services market is essential, with private medical insurance experience also essential.
- Experience in relationship building with insurers/providers, clients and account managers
- Minimum of Cert CII or willingness to study towards qualification
- A proven ability to negotiate successfully on behalf of customers to deliver new business and renewal targets.
- Strong numeracy and literacy skills.
- Effective verbal and written communication skills.
- Strong, personable telephone manner.
- Professional, customer focused approach internally and externally when dealing with colleagues and distribution partners.
- Well organised and able to respond well under pressure and meeting deadlines.
- Work well as part of a team as well as being able to work for periods using own initiative.
- Copes well with change, internally within the business and externally within the market.
