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Whitespace Account Manager

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Verisk

Dec 24

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • London

AI generated summary

  • You need London insurance market experience, account management background, client-focused solution delivery, strong communication skills, CRM proficiency, and interest in Insurtech.
  • You will manage client relationships, oversee onboarding, ensure platform implementation, conduct demos, track performance, update CRM, and support executive leadership while fostering customer satisfaction and growth.

Requirements

  • 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-focussed 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

Responsibilities

  • 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.
  • 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.

FAQs

What is the primary responsibility of the Whitespace Account Manager?

The primary responsibility of the Whitespace Account Manager is to manage existing client relationships to ensure high client retention, satisfaction, and growth, as well as develop new customers for Whitespace.

What qualifications are required for this role?

The ideal candidate should have experience in the London specialty/wholesale insurance market and proven work experience as a Broker, Underwriter, or Account Manager within insurance.

Is experience with the Whitespace Platform necessary for this position?

While experience with the Whitespace Platform would be a plus, it is not a strict requirement.

What key skills are necessary for a successful Account Manager at Whitespace?

Key skills include strong verbal and written communication, excellent listening, negotiating and presentation capabilities, understanding of stakeholder management, and a solid experience with CRM software and MS Office.

How does the onboarding process for new clients work?

The Account Manager will successfully manage the end-to-end onboarding process for all new customers, including the Whitespace contracting process through DocuSign.

What tools does the Account Manager need to use for reporting and tracking?

The Account Manager will use the company’s preferred CRM and DMS systems to record all activities and update revenue projections for internal forecasting processes.

What kind of support does the Account Manager provide to other team members?

The Account Manager provides support to the Chief Platform Officer and Chief Commercial Officer as needed and may also assist in customer training demonstrations alongside other Account Managers.

Is knowledge of the insurance acronyms and terminology essential?

Yes, a strong understanding of insurance acronyms and terminology is required for this role to effectively communicate with clients and stakeholders in the insurance sector.

What is the work environment like at Verisk?

Verisk promotes a diverse and inclusive work environment that prioritizes employee engagement, wellbeing, and professional growth, making it a certified Great Place to Work.

Are there opportunities for professional development at Verisk?

Yes, Verisk supports continued growth through professional development programs, tuition benefits, and a supportive workplace culture.

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Verisk

Technology
Industry
5001-10,000
Employees
1971
Founded Year

Mission & Purpose

Verisk provides expert data-driven analytic insights that help business, people, and societies become stronger, more resilient, and sustainable. Since we opened our doors in 1971, we’ve been driven by a passion for using data and insights to make a difference—helping protect people, economies, society, and our planet. For more than 50 years, we’ve combined our unique data with advanced technologies in new ways to unlock meaningful insights about risk, moving forward to become a global leader in cutting-edge analytics. We’ve stayed at the forefront of developing innovations to help customers manage the risks they face. Globally, we’re more than 9,000 people strong, all of us on a mission to achieve both profitable outcomes and positive societal impact. Verisk has received U.S. certification from Great Place to Work® for seven consecutive years. Verisk has also earned Great Place to Work certifications in the United Kingdom, Spain, Poland and India. In addition, Verisk was named one of the 2022 Best Workplaces in New York by Fortune magazine and Great Place to Work. In the United Kingdom, Verisk was recognized by Great Place to Work as a Best Workplace for women, tech and well-being. Verisk was also honored on the Best Workplaces lists in the UK, Spain and Málaga. We’re focused on making the world better, safer, and stronger. Verisk is a member of the UN Global Compact, the world’s largest corporate citizenship and sustainability initiative.