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  ACCOUNT EXECUTIVE WALSALL

 
  • To assist in managing existing builder relationships and the development of new builder opportunities.
  • To support Business Development Manager with reports, presentations and other communications, as well as ad hoc requests for information and assistance.
  • Deputising for Business Development Manager as appropriate.
  • Overseeing the account management activity, to ensure financial and regulatory objectives are met
  • In line with our policy, ensure the principle of Treating Customers Fairly is an intrinsic part of the organisations culture by identifying, monitoring and managing any risks within the business
  • Ensure that all areas of account management within your remit comply with all legal and statutory requirements applicable, including but not exclusively FSA and IMD legislation, data protection, health and safety and corporate governance.
  • Manage all aspects of account management with due skill, care and diligence including effective controls, risk management and mitigation
  • Ensure any processes and marketing campaigns are compliant with ICOB3 (Financial Promotions principles), of high quality and produced on time
  • Assist the Business Development Manager in the day to day account management of existing builders.
  • Provide reports, presentations and other communications to house builders.
  • Responding to requests for additional information and answering ad hoc queries. Managing annual meeting schedule and communicating to house builder team.
  • Managing and updating the monthly new business prospecting report, and highlighting progress.
  • Communicating to relevant persons/departments new customer set up or changes to existing customers terms of service (for example, new products, new divisions, Christmas service etc).
  • Obtaining builder registrations forecasts and regularly updating and reporting these to house builder team.
  • Producing new business presentations and assisting generally in new builder and new market development.
  • Monitor competitors and regularly reports developments to house builder team.
  • Managing builder contracts dispatch, comment signature and renewal.
  • Developing and reporting builder measures of existing builder relationships.   
  • Building relationships with decision maker and key contacts within existing and new builders.
  • Liaison with SPM, APM and Execs regarding pricing and new products.

 

  •  

·         For FSA and IMD regulation purposes maintain appropriate knowledge of the ‘High Level Standards’ within the FSA’s Handbook of Rules and Guidance and be able to apply this knowledge in ensuring the business complies with the regulations to the fullest extent.

·         Awareness of all legislation relating to financial promotions and codes of practice (ICOB 3)

  • Maintain knowledge of H & S legislation and be able to apply this knowledge in ensuring the business complies with legislation and be able to apply this knowledge in ensuring the business complies with legislation to the fullest extent
  • Full awareness and understanding of HBA product range, as well as broader  product awareness.

 

EEssential

  • Demonstrate a clear understanding of customer care, customer service principles and practice.
  • Ability to build relationships at all levels
  • Detail conscious and organised, able to manage multiple tasks and meet deadlines.
  • Experience in a role where analytical thinking was required. 

 

e Desirable

  • Degree level education possibly with a marketing qualification (DipM M Inst DM)

·         Marketing and or key account experience 2-3 years

  • Experience of  or other home assistance products or insurance regulated environment.
  • Possibly industry experience in the house builder sector

 

 For more details, call 01789 268494 or email info@callcentrepeople.com

 

 
 


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