Account Manager
Isle of Man
Permanent
Our client seeks an Account Manager to join their team.
Profile:This is a key role acting as the primary point of contact for Advisers and the Sales teams, providing support on new business applications, product guidance, and relationship management. You will play a vital part in ensuring smooth onboarding processes and delivering exceptional service standards.
Key Responsibilities:
- Assist the Sales Team and Advisers with new business applications to meet service standards.
- Provide sales administration support to Sales and regional offices.
- Support product training for Advisers and other staff.
- Act as a conduit between Advisers, their operations teams, and the New Business Team to resolve issues.
- Serve as a subject matter expert on products open to new business.
- Collaborate with Product Marketing to provide feedback on product features and developments.
- Support networking and marketing events both locally and off-island.
- Monitor sales activity and produce management information.
Key Skills & Experience:
- Working knowledge of new business and operational processes for International Investment/Life Insurance products.
- Solid understanding of International Investment/Life Insurance products.
- Experience in dealing effectively with product distributors.
- Strong problem-solving skills.
- Excellent communication and presentation skills.
- Ability to manage multiple work streams simultaneously.
- Knowledge of UK Trust and Estate Planning structures would be advantageous.
- Knowledge of UK WRAP platforms and Discretionary Fund Managers would be advantageous.
