Account Manager

Up to £26k basic

Hybrid role - 3 days a week working from home

Yolk Recruitment are working on behalf of one of Cardiff's leading insurance providers to recruit for an Account Manager. You will be responsible for supporting a panel of existing financial advisers. The company provides a brilliant software platform which offers regulated financial advisers access to a range of general insurance products.

This company are extremely well known in Cardiff and have won several awards, they are a social orientated company that really care about their staff. The majority of people you will be speaking to will be familiar with the company and your role will be discussing the benefits with them and building relationships to build a pipeline for the future.

The ideal candidate will be from a financial or insurance background and have a proven track record in sales / customer service. You will be working 2 days per week in the office and 3 days per week at home.

What are the responsibilities as an Account Manager?

• Effectively oversee a team of brokers in collaboration with the Regional Sales Manager
• Enhance the panel's expansion by boosting engagement within the specific region.
• Conduct outbound priority calls, including pre- and post-Masterclass calls, networking lists, and pipeline calls.
• Address inquiries regarding commissions or incentives
• Handle general queries regarding Source's collaboration with brokers and policyholders.
• Explore opportunities to acquire new accounts across all areas.
• Take charge of managing outbound campaigns
• Offer support within the team whenever necessary.

What skills/ experience do I need?

For this role, we are looking for someone who has worked within the financial industry or within a regulated environment.

• Somone with knowledge on the financial/insurance market
• Previous experience dealing with brokers would be ideal.
• Customer relationship building skills.
• Experience operating over the phone within customer service or sales.
• Previous use of a CRM system to manage day-to-day activity.
• Administrative skills.
• Planning and organisational skills.
• Interpersonal and communication skills.
• Highly motivated and self-starter.

What are the benefits?

• Salary of up to £26k
• 25 days holiday + BH
• Hybrid role
• An extra day off for your birthday.
• A colleague profit share scheme.
• Funding for professional qualifications.
• Access to Perk Box for big brand discounts.

How to Apply

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.

Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.