Fleet Account Manager - Acorn insurance & Financial Services LTD : Job Details

Role: Fleet Account ManagerLocation: FormbyWorking 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 but not essential)
• 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

With over 40 years of experience, Acorn Insurance is a specialist provider dedicated to helping individuals secure motor insurance across the UK. We proudly serve more than 50,000 customers, ensuring they find policies that meet their needs and provide the peace of mind that comes with high-quality cover.

At Acorn Insurance, we offer comprehensive training and continuous in-house coaching. You'll receive in-depth, FCA-regulated industry knowledge and all the tools necessary to grow your career with us.

We celebrate diversity and are committed to fostering a culture where everyone feels respected and valued. As a Disability Confident Level 1 and Level 2 employer, we ensure our workplace is accessible and inclusive, encouraging our people to bring their best selves to work every day.

The Acorn Group has been recognised as a Great Place to Work for 2024/5. A record number of employees participated in our survey, overwhelmingly highlighting our welcoming and supportive atmosphere as an excellent place to build a career. We are committed to continuous improvement and have ambitious plans for 2025.

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:

Wellbeing:

• 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)
•  Enhanced paternity pay and 16 weeks full maternity pay.
• Colleague Assistance programme offers a suite of wellbeing services such as:
  • 6 Free Counselling sessions per year
  • Unlimited access to a telephone councillor 24/7
  • Access to a free 4-week programme of cognitive behavioural therapy (CBT) with a trained therapist mentor.

• Network of internal qualified mental health first aiders are available to provide support to colleagues.

Financial:

• A core level of life assurance with the option to increase cover via salary sacrifice and add your spouse/partner
• Ability to access your earnings before payday via Dayforce Wallet.
• Company pension scheme
• Refer a friend scheme with a £250 bonus for every colleague recommended on passing their probation period.
• Access to a flexible benefits platform including an annual flex pot allowance to spend on over 15 benefits of your choice.
• Ability to give back. You can opt into donating money to charity to climate positive organisations directly from your salary.

Reward, Recognition and Culture: