Retention Account Manager

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About The Role

Team - Retention

Working Pattern - Hybrid - 2 days per week in the Vitality Bournemouth Office . Full time 35 hours a week for 12 months Secondment

We are happy to discuss flexible working!

Top 3 skills needed for this role:

• Able to manage multiple priorities to strict deadlines.
• Experienced in Maintaining and developing key relationships with internal stakeholders.
• Negotiation skills

What this role is all about:

Responsible for attaining a low policy and premium lapse rate within a specified portfolio of Vitality Health's intermediated policies with a renewal premium value over £30K through a proactive approach and collaborative renewal negotiations.

The role will develop a high level of technical expertise and be an expert in customer service, sale and the re-selling of the Vitality product.

Key Actions

• Negotiation and renewal of the annual SME contracts
• Identify opportunities to add value through promotion of Vitality's unique offering and support brokers/clients in their workplace wellness strategies
• Build strong broker relationships within a defined portfolio of policies
• Maintaining and developing key relationships with internal stakeholders
• Arrange own work load to include daily, weekly and monthly tasks
• Accurate report of renewal results in a CRM Salesforce environment and other internal capture points

Essential Skills needed to fulfil this role:

• Experience of working in a regulated financial services operational environment
• Proven oral and written communication skills
• Experience and ability to build relationships with multiple stakeholders of varying roles and expertise, both externally and internally
• Basic working knowledge of applications such as Excel, Word, PowerPoint and computer literacy
• Desire to be a strong individual but also a team member
• Ability to demonstrate a strong passion for the Vitality product and brand
• Experience of managing multiple priorities to strict deadlines

So, what's in it for you?

• Bonus Schemes - A bonus that regularly rewards you for your performance
• A pension of up to 12%- We will match your contributions up to 6% of your salary
• Our award-winning Vitality health insurance - With its own set of rewards and benefits
• Life Assurance - Four times annual salary

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!

If you are successful in your application and join us at Vitality, this is our promise to you, w e will:

• Help you to be the healthiest you've ever been.
• Create an environment that embraces you as you are and enables you to be your best self.
• Give you flexibility on how, where and when you work.
• Help you advance your career by playing you to your strengths.
• Give you a voice to help our business grow and make Vitality a great place to be.
• Give you the space to try, fail and learn.
• Provide a healthy balance of challenge and support.
• Recognise and reward you with a competitive salary and amazing benefits.
• Be there for you when you need us.
• Provide opportunities for you to be a force for good in society.

We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.

About You

About Us

Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.

We've been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives - they benefit, our business benefits, and society benefits. We're successful because we attract, develop, and retain the best people - and because we care.

Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.

Ready to find out if we're the right fit for you? We can't wait.

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Diversity & Inclusion

We're committed to diversity and inclusion because it's good for our employees, for our business, and for society. To learn more please visit our Careers page.

Vitality's approach to sustainability

Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page. #LI-Hybrid

If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early. If you are interested, please submit your application as soon as possible.