Reporting to the SME Team Leader, you will be responsible for:
Managing a portfolio of SME clients;
Engaging with your brokers/clients regularly;
Service and support your brokers/clients as required;
Conduct strategic meetings on retention rate, success, challenges;
Building and maintaining relationships with brokers and internal customers;
Pro-actively manage and negotiate renewal for our book-rated portfolio by executing annual renewal strategy;
Strategically manage portfolio per broker and think big picture (broker performance, Sales & Corporate relationship);
Understand Compliance requirements in the GCC and pro-actively identify any Compliance risk for your brokers/clients;
Develop and maintain strong relationships with an assigned portfolio of clients/brokers, by pro-actively engaging in regular communication by email, field-based meetings, or telephone;
Conduct strategic meetings on a quarterly basis with your brokers face to face including their management - to review the retention rate, the successes, and challenges;
Take the lead in day-to-day enquiries for assigned portfolio working with internal stakeholders to resolve in agreed timelines;
Look for growth opportunities throughout the year with existing groups;
Database Management, ensuring all relevant details are recorded accurately including Salesforce which should be a minimum of 95% accuracy;
Responsible for issuing the renewal proposal;
Facilitate the renewal process in conjunction with the Client Management team.
Account Executive Skills:
Minimum of 4 years of experience in a Client Management role;
Experience of mid-market insurers/policies in the Middle East preferred;
Excellent communication skills, written and verbal;
Ability to communicate complex concepts clearly and concisely;
Confident public speaker/presenter;
Demonstrated ability to drive results required;
Self-directed and capable of managing a portfolio of clients and projects;
Maintains a positive working relationship with teammates, peers as well as external clients and brokers;
Demonstrated ability to influence and negotiate;
Highly motivated and organized with a flexible approach;
Ability to navigate through ambiguity;
Must have regional knowledge of regulations;
Ability to deal with diverse cultures and have influential selling and positioning skills;