Whitespace Account Manager (Insurance Domain)

Company description

Whitespace is part of Verisk Specialty Business Solutions.

Our customers can enjoy broking and underwriting without getting bogged down with administrative tasks.

Job Description

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.

• Account manage existing customer accounts
• Actively seek and convert new business opportunities as appropriate
• Organise workshops for regional clients and communities to implement the Whitespace Platform as a part of a digital strategy for the organisation
• 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 Senior Account Manager,APAC, the Head of International Account Management, the Head of Account Management, 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
• Work closely with the Support team to ensure escalated customer tickets and queries are handled quickly and effectively
• Willingness to work flexible hours at times, based on needs

• Adhere to all company & regulatory policies and procedures as instructed
• Carry out all training provided to deadlines prescribed
• Work with compliance on IT relevant areas such as Data Security and Financial Crime
• Execute the responsibilities of a company employee acting in a lawful and ethical manner in accordance with your contract of employment and company staff handbook
• Work with department manager for own professional development, including performance appraisal and identifying and meeting training needs in order to ensure competence and compliance with current regulations

• Experience as a Broker, Underwriter, Account Manager or relevant Sales role within Insurance or insurtech, in local markets is a plus
• An interest in technological advances in Insurtech
• Delivering client-focused solutions to customer needs
• Relevant insurance qualification desired but not essential
• Being fluent in English is essential; proficiency in another Asian language would be a plus
• Strong verbal and written communication skills
• Excellent listening, negotiating and presentation skills
• Understanding of stakeholder management
• Experience with CRM software and MS Office
• Willingness to learn and be agile in a fast-paced environment
• Ability to operate collaboratively with colleagues is essential
• Ability to listen and retain new information quickly to disseminate to relevant internal stakeholders.