About the Role
You will be responsible for managing a book of business for existing SME accounts. This role involves resolving complex customer issues, identifying improvements to prevent issues from re-occurring, and educating clients on plan design and renewal options. You will complete day-to-day Account Management tasks with a degree of forward planning and anticipation of needs/issues, resolving non-routine issues escalated from partners and clients. This role is eligible for sales incentive compensation (IC).
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Key Objectives
Reporting to the Head of SME Client Management, your responsibilities include:
- Managing a portfolio of SME clients.
- Engaging with brokers and clients regularly.
- Providing service and support to brokers/clients with a focus on business excellence.
- Conducting strategic meetings on topics such as retention rates, successes, and challenges.
- Building and maintaining relationships with brokers and internal customers.
Main Duties/Responsibilities
- Pro-actively manage and negotiate renewals for the SME portfolio by executing the annual renewal strategy and optimizing rate action & profitability.
- Understand compliance requirements in the GCC and proactively identify any compliance risk for your brokers/clients.
- Develop and maintain strong relationships with your assigned portfolio of clients through regular communication via email, meetings, or phone calls.
- Conduct strategic meetings quarterly with brokers and their management to review retention rates, successes, and challenges.
- Lead day-to-day inquiries for the assigned portfolio, working with internal stakeholders to resolve issues within agreed timelines.
- Identify growth opportunities throughout the year with existing groups.
- Manage databases, ensuring all relevant details are accurately recorded, including maintaining a minimum of 98% accuracy in Salesforce.
- Oversee the entire renewal process for the assigned portfolio and achieve financial targets set annually.
Account Executive Skills
- Excellent communication skills, both written and verbal.
- Experience in influencing and negotiating.
- Ability to work under pressure.
- Capable of collating data and conducting statistical analysis.
- Strong interpersonal skills with an ability to take ownership and demonstrate initiative.
- Capable of prioritizing workloads to meet tight deadlines.
- Proficient with basic Microsoft applications (Outlook, Word, Excel).
- Flexible and strategic mindset.
- Strong customer focus, both internal and external.
- Knowledgeable about regulatory requirements, business processes, procedures, and systems.
- Good business/product knowledge and coaching skills.
- Strong organizational and time management skills.
- Basic leadership and supervisory skills.
