Account Management Lead - Insurance

Account Management Lead

Key job responsibilities:

- Plays an important role to accomplish Xceedances growth mission You will be assigned existing client(s) and you will be responsible & accountable for achieving assigned growth targets on these account/s. To enable achieving this you will plan and execute team expansion aligned with Xceedances growth. The responsibilities of an Account Manager are listed below.

- Create and maintain a formal account plan and define strategy for revenue growth

- Manage account budget

- Track progress and prepare monthly and quarterly reports for review

- Identify opportunities and engage appropriate Xceedance capability explore new purchasing groups for existing accounts

- Communicate with clients and delivery teams to understand their needs and evangelize Xceedance

- Build relationships with clients based on trust and respect

- Collaborate with internal Xceedance capabilities to facilitate client requirements

- Act as a client advocate within Xceedance

- Coordinate and ensure SOW and MSA are current ensure contract renewals are completed in time prior to expiry

- Facilitate any billing and invoice payment issues between client and Xceedance. Proactively flag any potential delays in invoicing and follow up with finance for any issues.

- Monthly/quarterly platforms for client areas to ascertain area-based plans for client growth and governance dashboarding.

- Schedule and coordinate governance sessions

- Be single point of contact for client escalation

- Coordinate voice of customer / NPS surveys and action plans

- Manage opportunities in Salesforce for accurate revenue reporting, ensure completeness and accuracy of the opportunities

- Communicate and update all key stakeholders on plan, progress and next steps

- Managing BCP plan for the concerned client area

Skills and Experience :

- Bachelors Required, MBA or equivalent preferred

- Minimum of 10 years' experience in P&C Insurance Industry

- Experience and detailed knowledge of the P&C Insurance industry.

- Detailed, practical understanding of insurance operations

- In-depth knowledge of functional areas within diverse insurance organizations

- Prior experience in a similar role

- Strong insurance acumen.

- A confident presenter and self-starter.

- Strong written and verbal communication skills

- Ability to travel with occasional international trip

Must haves:

1) Property and casualty insurance

2) Project costing, Billing, Budgeting, Accounting

3) Non CAs but MBAs are required

4) Client interaction