
Fleet Account Manager
- Formby, Merseyside
- Permanent
- Full-time
- Drive the commercial success of the Fleet department.
- Work closely with the Fleet Commercial Operation.
- Enhance team performance and support new and existing clients.
- Maintain company systems with updated files, customer outcomes, and lead and opportunity cycle stages.
- Ensure accuracy on all data entries and submissions to allow for fluid operation and SLA turnarounds.
- Action general enquiries, policy adjustments, and billing processes within agreed team KPIs.
- Build and maintain customer relationships and service using a professional communication approach.
- Meet and exceed team and departmental key performance indicators and budgetary requirements.
- Manage your own performance to defined targets and deliver continuous improvements in performance and productivity.
- Support the search for connections to commercial industry individuals and events to source new business development.
- Support the BDM in maintaining their diary and new business prospects through to new business conversion.
- Ensure quality and compliance standards are met and a good level of customer service is delivered.
- Insurance experience is essential.
- Account/Portfolio management experience is preferable.
- Strong communication skills to effectively communicate with clients and insurance agents.
- Ability to work independently.
- Problem-solving skills to quickly resolve client issues and find innovative solutions.
- Organizational skills to manage multiple tasks, prioritize workloads, and meet deadlines.
- Comprehensive product knowledge of insurance products, coverage options, and industry regulations.
- Ability to adapt to fast-paced changes in the insurance industry.
- A positive, can-do attitude, detail-orientated, approachable, and able to network and sustain relationships.
- Comprehensive training and continuous in-house coaching.
- In-depth, FCA-regulated industry knowledge and all the necessary tools to grow your career.
- Healthcare cash plan.
- Company pension scheme.
- Holiday allowance of 25 days plus bank holidays.
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