Account Manager

Summary and Purpose

Responsible for the development of new sales opportunities, converting these to confirmed sales, managing the client through the on boarding process including the contracting process and maintaining a strong collaborative relationship with the client 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.

Primary duties/responsibilities of the job:
Account Management

• Actively seek and convert new business opportunities as appropriate
• Ensure the timely and successful delivery and implementation of the Whitespace Platform within insurance related organisations / new clients
• Manage the client on boarding 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 any and all 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 systems
• 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

Compliance & Training

• Adhere to all company & regulatory policies and procedures as instructed
• Carry out all training provided to deadlines prescribed
• Work with compliance on IT relevant areas such as Data Security and Financial Crime
• Execute the responsibilities of a company employee acting in a lawful and ethical manner in accordance with your contract of employment and company staff handbook
• Work with department manager for own professional development, including performance appraisal and identifying and meeting training needs in order to ensure competence and compliance with current regulations

Experience Required · 5+ years of experience in an insurance related role · Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant Sales role within insurance · Delivering client-focused solutions to customer needs.

Education / Training / Qualifications required
Professional Qualification - Chartered Insurance Institute (CII) (desired not essential)

Knowledge / Skills / Attributes required

• Strong verbal and written communication skills
• Excellent listening, negotiating and presentation skills
• Understanding of Stakeholder management
• Intermediate understanding of the risk placement process between brokers and carriers · Solid experience with CRM software and MS Office
• 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.
• Ability to listen and retain new information quickly to disseminate to relevant internal stakeholders

#LI-LM03

For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients through expertise and scale. We empower communities and businesses to make better decisions on risk, faster.

At Verisk, you'll have the chance to use your voice and build a rewarding career that's as unique as you are, with work flexibility and the support, coaching, and training you need to succeed. 

For the eighth consecutive year, Verisk is proudly recognized as a Great Place to Work® for outstanding workplace culture in the US, fourth consecutive year in the UK, Spain, and India, and second consecutive year in Poland.  We value learning, caring and results and make inclusivity and diversity a top priority.  In addition to our Great Place to Work® Certification, we’ve been recognized by The Wall Street Journal as one of the Best-Managed Companies and by Forbes as a World’s Best Employer and Best Employer for Women, testaments to the value we place on workplace culture.

We’re 7,000 people strong.  We relentlessly and ethically pursue innovation. And we are looking for people like you to help us translate big data into big ideas. Join us and create an exceptional experience for yourself and a better tomorrow for future generations.

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Verisk Analytics is an equal opportunity employer.

All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Verisk’s minimum hiring age is 18 except in countries with a higher age limit subject to applicable law.

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