Key Account Manager

2 weeks ago

Manukau, Auckland, New Zealand Fidelity Life Full time
Health, life and trauma insurance benefits

  • Excellent flexible working

The opportunity:


Fidelity Life is on a journey to put the customer at the heart of everything we do, which touches on people, processes, systems, and products.

As a result, we have an exciting opportunity for a Key Account Manager to join our team. This is a fulltime, permanent role ideally based in our Auckland or Wellington office.


The Key Account Manager is responsible for managing and actioning the day-to-day queries via effective relationship management of Fidelity's key advisers.

This role will contribute to the success of the operations teams and facilitate service excellence, through the comprehensive understanding of New Business, Existing Business, Claims and Underwriting queries.


Some day-to-day responsibilities include:

  • Developing and maintaining outstanding working relationships with advisers as well as taking ownership and providing clarity and certainty to advisers
  • Providing accurate product and systems knowledge to key advisers as required.
  • Being the first point of contact for our key advisers.
  • Accurately documenting all customer interactions using in house systems.
  • Actively managing and reporting on key adviser and new business pipelines, ensuring that key deliverables are met, and service standards are upheld throughout business processes
  • Understanding commission structures, Advisor Support systems (CRM) and a technical understand of the Eapp system from an inputting perspective for Adviser support.
  • Partaking in New Business processing overflow where required.
  • Ensure 90+ days pipelines are effectively managed and kept within desired levels.
***
About You


With proven experience in relationship management at a key account level you'll have a high level of commercial acumen, strong communication (verbal and written) and solid interpersonal skills with an aptitude for building lasting relationships.

Your passion for delivering excellent service with a customer centric approach as well as your sales drive and resilience are essential to your success in this role.


Together with this you will bring:

  • 2 to 4 years' experience in general sales operations; experience supporting partner activity preferred
  • Ability to learn and utilize full potential of new technologies
  • Ability to prioritise workload
  • Solid understanding of the insurance industry is desirable

About Us
***At Fidelity Life, we're super proud to be New Zealand's largest locally owned and operated life insurer. Our people are connected by our purpose to give New Zealanders certainty to live a more rewarding life; and by our aspiration to reimagine life insurance so we can protect even more New Zealanders.

We're bringing our purpose and aspiration to life through an exciting customer led transformation.

It's easy to talk that talk, but we're already walking the walk - building new data / insights and digital capabilities to unlock a deep understanding of our customers, and provide innovative solutions and experiences that meet their needs.


We also know our future success requires us to step up and help New Zealand meet some big challenges - like responding to climate change and achieving better outcomes for communities who are being left behind.


So taking our lead from what our customers, people, partners, shareholders and the wider community expect of us, we're exploring ways to be more community and environment aware, ensuring we contribute to a sustainable future for all New Zealanders.


In short, we have big aspirations and a big plan to deliver them - and we're looking for people like you to help make it happen.


At Fidelity Life, we're not afraid to try new things, push the boundaries, defy the norms and be the first - in fact, that's exactly why we roll up our sleeves and come to work every day.

Roles like this don't come along too often - so if this sounds like you, apply

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