Account Director - Corporate

Category: Insurance
Location: Sydney NSW Australia

Primary Purpose of Role

The primary purpose of this role is developing and maintaining client focus and maximising revenue for insurance and financial service products through retaining and building on existing client relationships, and by generating new business opportunities. Individuals will be highly inquisitive about their client business issues and objectives. You will be pro-actively servicing a portfolio of accounts ensuring high quality service to existing and new clients

Key Accountabilities

• Maintaining strong relationships and trust with portfolio of clients by managing long term relationships, based on demonstrated ability to manage accounts both smoothly and professionally
  
• Ensuring client needs are identified and met by taking a pro-active approach to all aspects of account management and service delivery to clients, and ensuring clients are actively involved with the organisation’s subject matter experts, insurance products, services and solutions
  
• Investigating and pursuing new business opportunities in conjunction with account manager and or new business team/manager
  
• Design, implement and manage an agreed service plan with each client, and look to continually develop and improve the service delivered to the client
  
• Raise the company profile through targeted involvement with business forums and networking events so that clients, prospects and others better understand the companies value proposition
  
• Develop and implement, renewal, account retention, defence and broking strategies
  
• Liaising with relevant subject matter experts including claims staff to ensure client interests are protected
  
• Gathering client information to support renewal documentation including the production of relevant reports in accordance with company standards
  
• Maintaining an awareness of all large and potentially complicated claim related matters and participate actively with claims personnel in the negotiation of equitable claims settlements on behalf of clients
  
• Identify new business opportunities and develop client strategies for growing portfolio
  
• Monitor monthly income targets and develop strategies to achieve same. Advise Practice Leader of issues that will affect results
  
• Ensuring the completion of activities within determined parameters
  
• Work closely with Practice leader to ensure training and development needs/issues are identified and met and act as a positive role model in the business
  
• Review documentation produced by Account Managers and Account Executives to ensure compliance with standards
  
• Ensuring compliance of systems and processes with the Financial Services Reform Act and relevant legislation
  
• Keep informed of industry trends by attending internal and/or external meetings on topical issues
  
• Demonstrate a broad and deep understanding of organisational capabilities including insurance, financial services and premium funding products, and their business value and promote these products when opportunities arise through contact with clients
  
• Support people management strategies by actively supporting staff in the team so as to maximize their contribution to the organisation and its business objectives
  
• Apply best business practice – ethically, professionally and with integrity in all circumstances so that organisational reputation and brand is never undermined
  

Key Skills

• Sales driven with understanding of targeted and strategic selling processes
  
• Client servicing including front line client management
  
• Developed business acumen and business development skills
  
• Developed interpersonal skills and ability to build and manage relationships
  
• Strong negotiation and influencing skills
  

Key Competencies

• Leading
  

• Managing Relationships (Proficient)
  
• Integrity & Trust (Proficient)
  
• Collaboration (Proficient)
  

• Execution
  

• Drives Results (Proficient)
  
• Business Acumen (Proficient)
  
• Accountability (Proficient)
  
• Sales Leadership (Proficient)
  

• Client Focus
  

• Negotiation and Persuasion (Proficient)
  
• Communicates Effectively (Proficient)
  
• Client Excellence (Proficient-Expert)
  

Qualifications & Education

• Dip of Fin Services or suitable relevant tertiary qualifications desirable
  
• Tier 1 Insurance broking qualifications (AU)
  
• Previous experience working within Insurance or Financial Services advantageous
  

Details Apply Now