Building Customer Relationships

2 days ago

Perth, Western Australia beBeeCustomerService Full time $70,000 - $80,000
Account Management Specialist

We are seeking a skilled Account Management Specialist to join our organization. The successful candidate will be responsible for managing client relationships and ensuring customer satisfaction.

  • Client Service Excellence:
  • Be the primary point of contact for clients, assisting with their insurance needs. Review client accounts, answer enquiries, process alterations, and resolve complaints.
  • Data Management:
  • Keep client databases up-to-date, ensuring all records are accurate and compliant. Proactively offer alternative policy terms to meet client needs and expectations.
  • Business Development:
  • Identify new business opportunities and pursue them within your area of responsibility.
  • Supportive Role:
  • Collaborate with colleagues to process New Business, Alterations, and Certificates according to company guidelines.
  • Training & Development:
  • Engage in internal and external training to maintain and enhance industry knowledge and accreditations.

The ideal candidate will have 2+ years of experience in account management or a related field, strong communication and interpersonal skills, excellent organizational and time management skills, ability to work independently and as part of a team, and proficiency in Microsoft Office and CRM software.

This is an exciting opportunity to develop your career in a dynamic and entrepreneurial environment that invests in and supports innovative insurance and financial services businesses.

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