Account Manager

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.