Senior Account Manager at Risk Strategies managing a portfolio of retirement plans with a strong focus on ERISA compliance. Collaborating with trustees and participants to ensure effective service delivery.
About the role
- Key Account Manager responsible for growing and developing APG customer accounts through up-selling and cross-selling of products. Collaborate with departments to ensure customer needs are met.
Responsibilities
- Focus on growing and developing existing accounts, through the up-selling and cross-selling of APG products
- Be responsible for both a growth and new business target.
- Take ownership of and manage tender processes, as well as requests for quotations for current customers, in collaboration with relevant departments and management team
- Oversee the onboarding of new products for current customers and new customers (where required)
- Provide guidance to the Customer Service Team to ensure that they are meeting the customer’s needs, acting as an escalation point for the customer.
- Liaise with all other relevant internal Departments to ensure that all customer deadlines and requirements are met.
Requirements
- Previous experience in Account Management or Territory Sales (advantageous)
- Comfortable presenting business reviews
- CRM experience preferred
- A positive, pro-active, go-get-um attitude
- Growth mindset, excellent listening, and written communication skills
- Strong Account Management, interpersonal and relationship building skills
- Customer centric
- Highly self-motivated
- Written and verbal communication skills - needed for communicating with a range of people, both internally and externally, as well as presentation skills
- A flexible approach to work with the ability to adapt to a fast-paced, ever-changing environment
Benefits
- Flexible working Policy – offering the option to work both from home and our vibrant, modern offices
- Monthly Wellness Allowance up to £50
- 2 Volunteer Days per year
- 33 Days holiday ( including bank holidays) & additional Birthday holiday allowance
- Summer & Winter socials
- Access to EAP in addition to internal Mental Health First Aiders
- Competitive Pension plan
- Competitive Bonus scheme
- Bike2Work Scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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