We are seeking an experienced and results-driven Account Manager for Pooling to join our team. This role involves managing client accounts and overseeing pooling arrangements, ensuring clients receive exceptional service and maximizing the value of pooling arrangements. The ideal candidate will have strong communication skills, a solid understanding of resource pooling, and the ability to build lasting client relationships.

As an Account Manager for Pooling, you will be responsible for managing a portfolio of accounts, providing tailored solutions for resource or service pooling, ensuring that clients achieve their desired outcomes, and coordinating with internal teams to deliver high-quality services. This role will be available until further notice.

Key Responsibilities:

Client Relationship Management:

Serve as the primary point of contact for assigned clients regarding pooling arrangements and services.

Develop and maintain strong, long-term relationships with clients, ensuring satisfaction and loyalty.

Regularly meet with clients to understand their needs, provide updates, and resolve any concerns or issues related to their pooling arrangements.

Actively manage and anticipate client needs to provide proactive solutions, offering new products or services that benefit clients.

Pooling Services Oversight:

Coordinate the implementation and management of pooling services, ensuring that all client requirements are met accurately and efficiently.

Monitor the performance and effectiveness of pooling programs and services, identifying areas for improvement and recommending solutions.

Liaise with internal teams (e.g., operations, finance, product development) to ensure the successful delivery of pooling services.

Oversee the scheduling, distribution, and allocation of pooled resources or services according to client specifications.

Account and Financial Management:

Manage account billing and invoicing for pooling services, ensuring accurate and timely processing.

Work with the finance team to track account profitability and ensure client contracts are renewed and up to date.

Identify opportunities for up-selling or cross-selling additional services that align with client needs.

Monitor and report on key performance indicators (KPIs) for accounts, including service delivery, client satisfaction, and financial health.

Problem Resolution and Risk Management:

Address any escalated client issues or disputes, ensuring swift and effective resolution.

Identify potential risks within client accounts, including service delivery or financial challenges, and take steps to mitigate them.

Ensure compliance with contractual terms and company policies, adhering to local regulations when applicable.

Reporting and Documentation:

Prepare and deliver regular reports on account performance, client feedback, and project progress.

Maintain accurate and up-to-date client records in the company’s CRM system.

Ensure all documentation related to pooling services (e.g., contracts, service level agreements) is accurate and accessible.

Collaboration and Teamwork:

Collaborate with internal teams (e.g., operations, marketing, legal) to ensure a seamless service experience for clients.

Actively participate in team meetings, sharing insights, challenges, and opportunities to improve the service offering.

Provide training and support to junior account managers or new team members as necessary.

• Bachelor’s degree in Business, Marketing, Finance, or a related field (or equivalent experience).
• Proven experience as an Account Manager, Client Relationship Manager, or similar role, ideally within the context of resource pooling, insurance pooling, or service allocation.
• Solid understanding of pooling services, resource management, and the industry in which the company operates.
• Experience with contract management, invoicing, and financial tracking is a plus.
• Strong negotiation skills, with the ability to close contracts and resolve conflicts in a professional manner.
• Excellent communication skills (both written and verbal), with the ability to present complex concepts clearly to clients.
• Problem-solving abilities and the capacity to handle complex client issues.
• Proficient in MS Office and experience with CRM software (e.g., Salesforce, HubSpot).