Job Information

The main responsibility of an Account Manager is looking after a portfolio of clients, providing administrative support and taking ownership of all areas of client service delivery, working in partnership with the relevant Consultant to provide outstanding customer service.

Key responsibilities:

Account management responsibilities:

·    Gathering information – liaise with product providers, human resources, other third parties as well as conducting client research consisting of in depth analysis of many different types of financial contracts

·        Understand client aims and objectives, tax position, attitude to risk etc

·    Client servicing – respond promptly to client enquiries, in line with agreed levels of service, regarding their existing arrangements, renewals and any changes in circumstances, including scheduling of renewals and re-enrolment dates

·      Teamworking – work in conjunction with the relevant Consultant to ensure that client expectations are exceeded in terms of the service levels and information provided

·   Account development/new business generation – generate market intelligence and key information regarding potential new opportunities to develop clients and increase the Mackenzie Taylor portfolio ensuring this information is promptly recorded and passed onto the relevant person

·      Updating system – keep the back-office system up to date with client information and provider contacts to ensure that high levels of customer service are delivered. 

·        Attending client meetings/conference calls both with Consultants and individually as appropriate

·      Client reviews – producing detailed policy summaries and portfolio valuations for client review meetings ensuring clients receive the most up to date and relevant information and guidance

·        Compliance – ensuring that all activities are fully compliant to protect client interests and the clients’ Benefits

·    Technical expertise – ensure knowledge is refreshed and up to date concerning products, liaising with Head of Risk as well as Providers