High-Value Client Manager

3 days ago

Melbourne, Victoria, Australia beBeeLeadership Full time $90,000 - $150,000
Client Leadership Role

We are seeking a talented Client Executive to manage a portfolio of high-value health clients, achieve business targets, and research market trends.

The ideal candidate will have experience in insurance broking or financial services, with a strong focus on sales and client service.

In this role, you will work closely with colleagues across the business, navigate multiple technologies with confidence, and participate in coaching and training to build technical knowledge.

You will be responsible for managing a portfolio of high-value health clients, achieving team and personal targets, and researching market trends and client needs.

  • Manage a portfolio of high-value health clients
  • Achieve business targets across acquisition and retention
  • Research market trends and client needs
  • Negotiate terms with underwriters
  • Collaborate with colleagues
  • Navigate multiple technologies
  • Participate in coaching and training
  • Handle high-volume quotes, calls, emails, and Salesforce leads
  • Connect with prospects through various channels

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