Danielle Shaw

Account Manager @苏黎世保险

Swindon, GB

Currently building and maintaining relationships for an account panel comprised of key Employee Benefit Consultant and/or intermediaries in the Group Risk market.I deliver profitable sales and customer retention that meet or exceed targets. In addition, partner with operational teams to deliver a service proposition that creates a clear differential advantage and provide expert input into the Zurich Corporate Risk proposition and development.Key Accountabilities- Relationship Management - Create, develop and manage relationships with Intermediaries to influence them to do business with ZCR- Demonstrate Service Proposition - Work effectively with, and actively support, Financial Underwriters and Customer Relationship Managers to maximise the positive impact on Intermediaries and their customers- Grow ZCR - In conjunction with Financial Underwriters, price and complete quotation requests received directly or through the account panel. Evaluate business opportunities on the basis of agreed criteria to optimise profitable sales and retention, to achieve business targets - Promote Zurich - Attend and present the Zurich proposition at Beauty Parades. Attend Customer meetings when requested through account panel or by management- Develop ZCR proposition - Contribute to the tactical and strategic development of the proposition and engage account panel in this development- Group Risk expertise - Demonstrate an understanding of the Group Risk market and how ZCR proposition and product solutions can benefit intermediaries and their customers- Compliance - Understand and comply with responsibilities associated with the FSA and the Training & Competence scheme. Manage entertainment /expenses in accordance with budgets