Whitespace Account Manager

Verisk Analytics; City of Westminster; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading analytics firm is seeking an experienced Account Manager to oversee client relationships within the London's specialty/wholesale insurance market. Your responsibilities will include managing existing clients, onboarding new customers, and ensuring client satisfaction and retention. Ideal candidates will have proven experience as a Broker or Account Manager with strong communication skills and familiarity with CRM software. This role requires a deep understanding of the London Insurance Market and stakeholder management, ensuring a collaborative approach with colleagues across various teams.

Qualifications

• Experience in a London specialty/wholesale insurance market.
• Solid experience with CRM software and MS Office.
• Strong understanding of the risk placement process between brokers and carriers.

Responsibilities

• Manage the client onboarding process including the Whitespace contracting.
• Build and maintain strong long-lasting customer relationships.
• Organise and deliver Whitespace Platform demonstrations to customers.

Skills

Client-focused solutions

Strong verbal and written communication skills

Negotiating skills

Stakeholder management

CRM software proficiency

Tools

CRM software

MS Office

Job description

Whitespace are looking for an experienced Account Manager ideally from the London Specialty/Wholesale insurance market with proven work experience as a Broker / Underwriter or Account Manager. Responsible for managing existing client relationships to ensure high retention client satisfaction and growth. This role also includes the development of new customers for Whitespace, converting these to confirmed clients and managing them through the onboarding process including the contracting process and maintaining a strong collaborative relationship once on board. Liaising with colleagues across Whitespace to ensure all the Client's ongoing transactional and strategic needs as they pertain to the Whitespace Platform. Ensure that all internal account management processes are followed, objectives met, Key Performance Indicators managed, and results shared at appropriate forums.

Responsibilities

• Ensure the timely and successful delivery and implementation of the Whitespace Platform within insurance related organisations / new clients
• Manage the client onboarding process including the management of the Whitespace contracting process through DocuSign
• Build and maintain strong long‑lasting customer relationships to ensure all client needs are met both short term transactional and longer‑term strategic objectives as they pertain to the Whitespace Platform
• Work closely with the Integrations team to ensure maximisation of revenue generation can be fulfilled through additional offered services
• Organise and deliver Whitespace Platform demonstrations to prospective and existing customers
• Attend, run or assist at customer training demonstrations with other Account Managers
• Operate as the first point of contact for non-technical matters specific to your accounts
• Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders at relevant meetings
• Record all work using the company's preferred CRM and DMS system
• Provide support to the Chief Platform Officer and Chief Commercial Officer as required
• Undertake full account reviews and analysis using preferred company reporting tools
• Regularly update the CRM system with latest revenue projections to support internal revenue forecasting process
• Successfully manage the end-to-end onboarding process for all new customers

Qualifications

• Experience in a London specialty/wholesale insurance market
• Proven work experience as a Broker / Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant Sales role within Insurance
• Delivering client‑focused solutions to customer needs
• Experience of using Whitespace would be a plus
• Strong verbal and written communication skills
• Excellent listening, negotiating and presentation skills
• Understanding of stakeholder management
• Intermediate understanding of the risk placement process between brokers and carriers
• Solid experience with CRM software and MS Office
• Understanding of insurance acronyms and terminology
• Broad understanding of the London Insurance Market
• Entry level understanding of the global Insurance Industry
• An interest in technological advances in Insurtech