Job title: Account Manager

Salary: £45,000 + Annual Bonus

Location: Surrey

PURPOSE OF ROLE

An exciting opportunity has arisen for an Account Manager to join a well-established insurance business in Cobham.

The role will focus on managing and developing a portfolio of Bespoke Insurance clients, delivering a high level of customer service while identifying opportunities for retention, cross-selling and business growth.

You will build strong, long-term relationships with customers, meet clients face-to-face and represent the business within the local community and wider London area.

RESPONSIBILITIES

• Manage and develop an established portfolio of Bespoke Insurance clients.
• Build strong, lasting relationships with existing and prospective customers.
• Identify opportunities for cross-selling and additional business.
• Generate and develop new leads and referrals.
• Conduct face-to-face client meetings to understand their insurance requirements.
• Provide tailored insurance solutions based on individual customer needs.
• Support customer retention and contribute towards business growth targets.
• Attend networking events and develop relationships within the local community.
• Manage inbound enquiries and follow up on existing opportunities.
• Work closely with colleagues to maximise opportunities and deliver excellent customer service.

DAY-TO-DAY

• Managing a portfolio of existing clients and ensuring their insurance needs are met.
• Speaking with customers by phone, email and face-to-face.
• Visiting clients and attending meetings across the local area and London.
• Identifying new sales and cross-selling opportunities.
• Following up on leads and referrals.
• Attending networking events to build your profile and generate new business.
• Working towards agreed sales and retention targets.
• Maintaining a proactive approach to client relationships and business development.

EXPERIENCE

• Previous experience within financial services is essential.
• Insurance experience is desirable, ideally within Bespoke or High Net Worth Insurance.
• Experience in a customer-facing or face-to-face sales environment.
• Proven ability to build and maintain strong client relationships.
• Experience identifying sales opportunities and developing existing customer relationships.
• A full UK driving licence is essential, with a company car provided.

SKILLS

• Excellent verbal and written communication skills.
• Strong relationship-building and customer service abilities.
• Commercially minded with a proactive approach to identifying opportunities.
• Confident engaging with customers face-to-face.
• Organised and able to manage a portfolio effectively.
• Strong problem-solving and decision-making skills.
• Self-motivated with the initiative to develop new opportunities.
• Ability to adapt communication style to different customers and situations.

Benefits include an annual bonus of up to 10%, contributory pension, 25 days' holiday plus bank holidays, company car, life assurance and a range of health, wellbeing and employee benefits.

If you have the relevant experience or know someone who does, please contact Joe Cappalonga on 07458 162842 or email joe@lawesgroup.co.uk