Account Manager
7 days ago
To manage and service client and partner broker relationships.
- To manage and service placements with the markets.
- To develop both direct and RI business.
- To foster internal collaboration across the various Ed product lines and across offices.
- To contribute in building a profitable and scalable book of business.
- To continue to develop skills and knowledge to provide excellent client service.
- To ensure compliance with regulations and adherence to the highest standard of best practices and ethics.
**Job Requirements**
- Prepare market slips and submissions based on deal/client’s placement needs.
- Assist client to prepare the proposal form/ market submission.
- Advise clients on their obligations.
- Understand the insurance cover of each client and deal with all queries in a timely and professional manner.
- Provide a pro-active advocacy service to clients to expedite the settlement of claims, liaising between all parties and actively chasing information.
- Maintain a pipeline and ensure all deals are entered and updated in our internal systems as required.
- Complete compliance checks as relevant.
- Ensure all revenue are booked in a timely manner.
- Calling on prospects and clients for new business opportunities.
- Maintain proper meeting and call records.
- Work on management reporting as may be required.
- Continuously improving of skills and knowledge base.
- Improving work processes to the desired level of efficiency.
- Prepare and deliver presentations as may be required.
- Follow up on premium receipts, payments and timely claims settlement.
- To ensure sound business practices and an adequate and pro-active risk control framework within the team and work within authority.
- Learn the use of TradEd, and help drive and encourage adoption of it throughout Ed and to ensure that tracking is completed promptly to reflect the status of any risk.
- To exercise judgement when reviewing proposals, either new or renewals.
- To ensure files are passed on to the others in accordance with Company Rules and Procedures.
- To refer to senior colleagues, when issues fall outside your own experience and knowledge.
- To cross sell various other products and solutions.
- Travel as may be required to meet prospects, clients, markets and partners.
- Manage and undertake assigned work to time scales as directed.
**Representing Ed**
- Champion the Ed name and core values.
- Represent Ed with clients, agents, suppliers and other organisations.
**Compliance**
- Comply with relevant legal, regulatory and Ed compliance requirements, Errors and Omissions (E&O) compliance procedures and quality initiatives.
- Escalate any potential E&O's to Divisional Head and the Legal & Compliance team at the earliest opportunity.
**Knowledge Required**:
- Detailed understanding and knowledge of general and credit, political risk insurance, surety solutions and relevant legal principles.
- Detailed understanding of the Company’s internal procedures and practices.
- Certification in General Insurance (CGI) or any equivalent professional qualification as required.
- Knowledge of finance and banking, ability to understand financial statements.
**Skills Required**:
- Bachelor’s degree level or equivalent.
- At least 2 years of relevant experience in Trade Credit, Political Risks & Surety.
- Ability to develop new business.
- Ability to work to tight deadlines.
- Strong negotiation and influencing skills.
- Ability to build and maintain profitable long-term relationships with clients and insurers.
- Ability to handle multiple priorities in a fast-paced environment.
- Strong analytical, verbal and written communication skills.
- Accurate and attentive to detail.
- Ability to work with employees at all organisational levels.
- Proficiency in Microsoft Office (Excel, word, power point) & Outlook.
**Job Types**: Full-time, Permanent
**Salary**: $3,500.00 - $6,500.00 per month
**Benefits**:
- Health insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
COVID-19 considerations:
Vaccinated
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