Account Manager
- Posted a month ago
- Be among the first 10 applicants
Job Description
Responsibilities
- Sales Achievement & Account Management
- Monitor and ensure sales target achievement through acquisition of new accounts and retention of existing portfolios.
- Analyze and endorse proposals based on approved actuarial limits.
- Recommend pricing, benefit packages, and strategies to support account closure or renewal.
- Negotiate and discuss terms with clients to secure new or renewed accounts.
- Proposal & Documentation Management
- Collate, analyze, and prepare client proposals and supporting documents.
- Update presentation materials and correspondences.
- Ensure completeness and accuracy of documents before submission to superiors or other departments (Actuarial, Underwriting, QRFT, Account Management Support).
- Client Engagement & Collaboration
- Schedule and collaborate on client meetings, presentations, and negotiations.
- Escalate pricing or benefit concerns for proper disposition.
- Collaborate with internal departments to ensure adherence to contracts and compliance policies.
- Compliance & Governance
- Ensure compliance with Know-Your-Client (KYC) policies and other governance standards.
- Review contracts and account management processes to meet regulatory and organizational requirements.
- Reporting & Analysis
- Prepare and submit timely reports such as:
- Weekly client updates, sales reports, calendars of activities, DNR (Do Not Renew) lists, P&L reports.
- Periodic utilization reports to clients or brokers.
- Proven experience in corporate sales, account management, or business development , ideally in the healthcare, insurance, or financial services sector.
- Experience in client negotiations, proposal preparation, and pricing analysis .
- Exposure to cross-functional collaboration , especially with actuarial, underwriting, and account support teams.
- Experience in reporting and data analysis for account management and sales performance.
More Info
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Key Skills
Sales Achievement
Compliance Governance
Proposal Documentation Management





