- Utilising CRM system (Salesforce) to be maintained with updated files, customer outcomes, diary, lead, and opportunity cycle stage.
- Accuracy on all data entries and submissions to allow fluid operation and SLA turn arounds.
- Inbound and Outbound target audience (UTA – Universal Target Audience) leads to qualify to next stages to meet agreed team KPI's.
- Professional approach to communication as a main tool to build and maintain all levels of customer relationship and service.
- Feedback industry comments and suggestions to MIM/HOR/HOT with solutions to counter poor outcomes or to improve customer engagement / new business sales and market-share growth.
- Identify and feedback opportunities for corporate partnerships.
- Support search / connections to commercial industry individuals and commercial events to showcase Fleet product suite and service to source new business development.
- Attendance to internal and external meetings including but not limited to; commercial industry meetings, roadshows / events, exhibitions, and geographical placement as per department strategy.
- Collaborate with other team members including, but not limited to: Projects, Branch Network and Support functions as & when required.
- Gather competitor insight / local broker network / products to feedback to MIM/HOR/HOT
- Support BDM to effectively maintain dairy and new business prospects through to new business conversion.
- Ensure Quality (Compliance/Audits) meet standards, a good level of customer service is delivered.
- Support the wider Group businesses such as Rapid/Just Drive and Ride hailing hubs.
- Assisting the Branch Manager with general day to day running of the branch and leading the branch team in absence of the branch manager .
- Commercial Insurance experience (preferable)
- Account/Portfolio management experience (Preferable)
- Strong communication skills: Ability to effectively communicate with clients and insurance agents to understand their needs and provide appropriate solutions.
- Sales acumen: Proficiency in identifying new business opportunities and converting leads into clients through persuasive selling techniques.
- Analytical mindset: Capability to analyse market trends, competitor strategies, and client data to develop effective sales strategies and identify potential areas for growth.
- Relationship building: Skill in fostering strong relationships with clients, insurance agents, and other stakeholders to maintain long-term partnerships and maximize business opportunities.
- Problem-solving skills: Aptitude for quickly resolving client issues, addressing concerns, and finding innovative solutions to meet their insurance needs.
- Organizational skills: Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
- Product knowledge: Comprehensive understanding of insurance products, coverage options, and industry regulations to provide accurate information and advice to clients.
- Adaptability: Flexibility to adapt to changes in the insurance industry, client preferences, and market conditions to stay competitive and achieve business objectives
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Relationship Manager - Uxbridge, Greater London, United Kingdom - AE Talent Solutions LTD
Description
At AE Talent Solutions our mission is simple yet profound: to connect exceptional talent with exceptional opportunities. We are dedicated to empowering organizations with top-tier candidates and helping individuals achieve their career aspirations.
We are currently supporting our fantastic client in Uxbridge to recruit a full time Branch Relationship Manager.
As an integral part of their Retail Branch Network team, you will play a key role in driving our office's commercial success and supporting the leadership of their dynamic branch team(s). You will be a SME of the local taxi industry including the requirements, restrictions, providers & competition.
Working closely with the Branch Manager and Fleet Commercial Operation, you will actively participate to enhancing team performance, commercial business growth, whilst supporting the wider Fleet / Branch Network, and Call Centre contribution.
What you will be doing: