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Account Manager (Panel)

Reference JTDPANEL

Location Reigate

This role involves but is not limited to:

  • Forecasting revenue generated through the panel instructions received for residential conveyancing.
  • Be available to deal with all escalated Key Account fee complaints that arise with clients and liaise with the Senior Account Manager when necessary for resolution .
  • Work with the Senior Account Manager (Team Lead) to ensure work is allocated to the most appropriate teams within the business. Within this role there will be a focus on passing work to both employed fee earners and consultants as agreed with the Commercials and Head of Department.
  • Working with the New Business team to ensure effective delivery of the Key Accounts SLAs.
  • Have the responsibility to expand and develop knowledge on each Key Account, focusing on Brand, structure, SLA, Portal Usage, Search provider.
  • Promoting best practice across the consultants who take instructions from the New Business Department.
  • Retaining existing panel relationships by providing excellent service, effectively managing issues that occur, providing solutions and communicating well with key stakeholders.
  • Visiting the offices of the companies we work with via the panels to build and grow new and existing relationships.
  • Highlighting any potential growth opportunities on key panel accounts and working with the New Business Managers/Head of New Business to increase business levels and panels we work with.
  • Ensure that regular visits to both fee earning offices and panel providers to maintain the effective relationships (Car Allowance will be allocated to this role)
  • Proactively advancing own professional development as well as undertaking team appraisals to ensure personal and professional development are aligned with the business.
  • Contributes information to Senior Account Manager and Head of New Business in terms of sales strategies and existing business relationships by monitoring competitive products, offerings and assessing needs and understanding of Panel relationships .
  • Quarterly targets will be set within the business year in order for commission to be payable
    against if targets are achieved.

Requirements:

  • Experience in an Account Manager/Customer Relationship Manager role.
  • Ability to work well independently and as part of a team.
  • A problem solver.
  • Ability to manage and develop panel relationships at all levels
  • Strong conveyancing/property knowledge and ability to allocate work correctly
  • Ability to work to and exceed targets
  • Strong leadership skills
  • Attention to detail
  • Self-motivated and enthusiastic
  • Good working knowledge of Microsoft Word and Excel
  • Strong verbal and written communication skills

Company Core Values:

Aspire: To challenge convention, an entrepreneur with energy for change. To be the best we can be.

Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth.

Integrate: Bring together people and systems into a cohesive force.

Commit: To work with integrity and invest in long term relationships, creating a strong market position and delivering sustained commercial advantage.


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