Client Relationship Account Manager IPMI

Job Description

The Old Mutual Group have an exciting opportunity for an IPMI Client Relationship Account Manager. In this role you’ll drive the retention of a multi segment book of business through an assigned portfolio of Intermediaries and Group Secretaries, building relationships, retaining business, and helping to drive portfolio growth. If you have strong relationship skills within a sales/account management setting as well as the drive to achieve great results, we’d love to hear from you.

Key Deliverables:

• Manage renewals ensuring SME groups are contacted before renewal, identifying opportunities to cross-sell/upsell and providing all information to ensure retention.
• Portfolio management and intermediary relationship management: Encourage further growth of broker book.
• Keep abreast of developments to team processes, international products, protocols, and competitor information and ensure the relevant information is cascaded throughout the broker channel and their feedback is shared with the appropriate departments to drive product and service developments.
• Collaborate pro-actively with internal teams, including Marketing, Global Client Services, Commercial and Underwriting etc. to ensure that the customer journey is streamlined, and we act as “one business”.
• Contribute to the preparation of the team’s monthly report by recording latest wins, conversion rates, status of outstanding quotes and progress against target and regional insights and opportunity recognition through Salesforce.
• Keep abreast of developments to both international product offerings (e.g. benefit revisions, rule changes) and new protocols (e.g. eligibility).