Description
Whitespace are looking for several experienced Account Managers ideally from the London Specialty/Wholesale insurance market with proven work experience as a Broker / Underwriter or Account Manager. Responsible for managing existing client relationships to ensure high retention client satisfaction and growth.
This role also includes the development of new customers for Whitespace, converting these to confirmed clients and managing them through the onboarding process including the contracting process and maintaining a strong collaborative relationship once on board. Liaising with colleagues across Whitespace to ensure all the Client’s ongoing transactional and strategic needs as they pertain to the Whitespace Platform. Ensure that all internal account management processes are followed, objectives met, Key Performance Indicators managed, and results shared at appropriate forums.
Responsibilities
- Ensure the timely and successful delivery and implementation of the Whitespace Platform within insurance related organisations / new clients
- Manage the client onboarding process including the management of the Whitespace contracting process through DocuSign
- Build and maintain strong long-lasting customer relationships to ensure all client needs are met both short term transactional and longer-term strategic objectives as they pertain to the Whitespace Platform
- Work closely with the Integrations team to ensure maximisation of revenue generation can be fulfilled through additional offered services
- Organise and deliver Whitespace Platform demonstrations to prospective and existing customers
- Attend, run or assist at customer training demonstrations with other Account Managers
- Operate as the first point of contact for non-technical matters specific to your accounts
- Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders at relevant meetings
- Record all work using the company’s preferred CRM and DMS system
- Provide support to the Chief Platform Officer and Chief Commercial Officer as required
- Undertake full account reviews and analysis using preferred company reporting tools
- Regularly update the CRM system with latest revenue projections to support internal revenue forecasting process
- Successfully manage the end-to-end onboarding process for all new customers
- Work closely with the Support team to ensure escalated customer tickets and queries are handled quickly and effectively
- Willingness to work flexible hours at times, based on needs
Qualifications
- Experience in a London specialty/wholesale insurance market
- Proven work experience as a Broker / Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant Sales role within Insurance
- Delivering client-focussed solutions to customer needs
- Experience of using Whitespace would be a plus
- Strong verbal and written communication skills
- Intermediate understanding of the risk placement process between brokers and carriers
- Understanding of insurance acronyms and terminology
- Broad understanding of the London Insurance Market
- Entry level understanding of the global Insurance Industry
- An interest in technological advances in Insurtech
- Willingness to learn and be agile in a fast-paced environment
- Ability to operate collaboratively with colleagues is essential
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