Fleet Account Manager

Ask Acorn; Manchester; On-site; GBP 26,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Fleet Account Manager, where you will play a vital role in driving commercial success. This position involves utilizing a CRM system to enhance team performance, managing client relationships, and supporting the Fleet Network. With a focus on meeting KPIs and developing new business, you will thrive in a dynamic environment. Enjoy a range of wellbeing and financial benefits, including generous annual leave and a company pension scheme. If you have a positive attitude and strong organizational skills, this opportunity is perfect for you.

Benefits

Annual leave starting at 31 days

Enhanced paternity and maternity pay

Free counselling services

Company pension scheme

Referral bonuses

Flexible benefits

Qualifications

• Experience in account/portfolio management is preferable.
• Strong communication and sales skills are essential.

Responsibilities

• Utilising CRM system to maintain updated files and customer outcomes.
• Communicating professionally to build and maintain customer relationships.

Skills

Insurance experience

Account management

Strong communication skills

Sales skills

Problem-solving skills

Organizational skills

Adaptability

Attention to detail

Tools

Salesforce

Job description

Join to apply for the Fleet Account Manager role at Ask Acorn

Role: Fleet Account Manager

Location: Northwest Region

Working hours: 37.5 hours per week, Monday to Friday 09:00am - 17:30pm

Salary: £26,764 + £2,000 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 enhance team performance, develop new and existing clients, support the wider Fleet / Branch Network, and contribute to the Call Centre (Taxi Department).

What You Will Be Doing

1. Utilising CRM system (Salesforce) to maintain updated files, customer outcomes, diary, lead, and opportunity cycle stages.
2. Ensuring accuracy on all data entries and submissions to facilitate smooth operations and SLA turnarounds.
3. Qualifying inbound and outbound leads (UTA - Universal Target Audience) to meet team KPIs.
4. Communicating professionally to build and maintain customer relationships and service quality.
5. Meeting and exceeding team and departmental KPIs & budgetary requirements.
6. Managing personal performance against targets and seeking continuous improvement.
7. Supporting industry connections and events to showcase Fleet products and source new business.
8. Assisting BDMs in maintaining prospects and converting new business.
9. Ensuring quality standards (compliance/audits) and customer service levels are met.

What We're Looking For

1. Insurance experience (preferable but not essential)
2. Account/Portfolio management experience (preferable)
3. Strong communication skills for engaging clients and insurance agents.
4. Sales skills: ability to identify opportunities and convert leads.
5. Ability to work independently.
6. Problem-solving skills for resolving client issues effectively.
7. Organizational skills to manage multiple tasks and deadlines.
8. Knowledge of insurance products, coverage, and regulations.
9. Adaptability to industry and market changes.
10. Positive attitude, attention to detail, approachability, and networking ability.

Wellbeing Benefits

• Annual leave starting at 31 days, increasing to 35 with service.
• Enhanced paternity and maternity pay.
• Wellbeing services including free counselling, CBT programmes, and mental health support.

Financial Benefits

• Life assurance with optional increased coverage.
• Access to earnings before payday via Dayforce Wallet.
• Company pension scheme.
• Referral bonuses, flexible benefits, charity donations, and recognition programs.

All roles are subject to DBS and financial checks. Candidates with relevant experience in roles such as Account Manager, Business Development Manager, Customer Success, etc., are encouraged to apply.