Fleet Account Manager

Role: Fleet Account Manager
Location: Formby
Working hours: Monday to Friday 09:00 - 17:30
Salary: £26764 + £2000 Performance related bonus once established in the role

As an integral part of our Fleet team, you will play a key role in driving our department’s commercial success.

Working closely with the Fleet Commercial Operation, you will actively participate to enhancing team performance, new and existing clients, whilst supporting the wider Fleet / Branch Network, and Call Centre contribution (Taxi Department).

What you will be doing:

• Utilising CRM system (Salesforce) to be maintain with updated files, customer outcomes, diary, lead and opportunity cycle stage.
• Accuracy on all data entries and submissions to allow fluid operation and SLA turn arounds.
• Inbound and Outbound target audience (UTA - Universal Target Audience) leads to qualify to next stages to meet agreed team KPI’s.
• Professional approach to communication as a main tool to build and maintain all levels of customer relationship and service.
• Meeting and exceeding team and departmental key performance indicators & budgetary requirements.
• Managing own performance of defined targets and delivering continuous improvements in performance and productivity.
• Support search / connections to commercial industry individuals and commercial events to showcase Fleet product suite and service to source new business development.
• Support BDM to effectively maintain dairy and new business prospects through to new business conversion.
• Ensure Quality (Compliance/Audits) meet standards, a good level of customer service is delivered.

What we’re looking for:

• Insurance experience (Preferable)
• Account/Portfolio management experience (Preferable)
• Strong communication skills: Ability to effectively communicate with clients and insurance agents to understand their needs and provide appropriate solutions.
• Sales acumen: Proficiency in identifying new business opportunities and converting leads into clients through persuasive selling techniques.
• Ability Work independently
• Problem-solving skills: Aptitude for quickly resolving client issues, addressing concerns, and finding innovative solutions to meet their insurance needs.
• Organizational skills: Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
• Product knowledge: Comprehensive understanding of insurance products, coverage options, and industry regulations to provide accurate information and advice to clients.
• Ability to adapt to fast paced changes in the insurance industry, client preferences, and market conditions to stay competitive and achieve business objectives.
• Positive Can-do Attitude, Detail-orientated, approachable, ability to network and sustain relationships.

About Acorn Insurance

We are a growing business with great opportunities to build your knowledge of the financial services industry. As a specialist insurance provider, we have over 40 years of experience helping people secure motor insurance across all of the UK. We help more than 50,000 customers to find a policy that meets their needs and gives them the peace of mind that comes with high-quality insurance.

At Acorn Insurance we provide full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business.

We celebrate difference and it’s important to us that we have a culture where our people feel respected and valued for who they are. We pride ourselves on being accessible and encourage inclusive environments where our people can always give and show the very best of themselves.

Why Acorn Insurance

Acorn Insurance want to give you more than a job, we want to give you a purpose and a career. So, what can we offer you as an employer? Some of the "your tomorrow" benefits you will receive include:

• Enhanced Annual Leave entitlement starting at 31 days and potentially increasing to 35 days per year depending on grade & length of service (including bank holidays)
• Additional Buy & Sell Holidays
• Company Sick Pay Scheme
• Company Paid Maternity & Paternity Leave
• Generous Company Pension Scheme
• Fresh fruit Deliveries twice a week
• £250 Refer a friend bonus.
• Cycle to work scheme.
• Free eye test vouchers and a contribution towards the frames
• A comprehensive Mental Health support a wide network of mental health first aiders and free counselling sessions
• Regular Employment Engagement including ongoing competitions with fantastic prizes.
• Charity fundraising events

All roles are subject to DBS and Financial checks, any offer made will be conditional until checks are completed to a satisfactory standard.