Key Account Sales Associate, YuLife

• Organisational and administrative expertise: Demonstrated ability to manage multiple tasks efficiently, with an emphasis on precision and attention to detail
• Data handling: Ability to handle large volumes of data accurately, ensuring high data integrity and eliminating errors
• Proficiency in CRM systems (e.g., HubSpot, Gainsight, Tableau, Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint)
• Effective communication: Strong verbal and written communication skills, with the ability to engage effectively with both internal teams and external brokers
• Strong administrative experience, ideally within a sales support or account management environment
• Knowledge of Group Risk or Healthcare products(GR1 or IF7 certifications would be an advantage)
• Experience with CRM tools and administrative software packages
• Excellent organisational and time management skills, with the ability to prioritise tasks effectively in a fast-paced environment
• High level of written and verbal communication

Desirable

• The Key Account Sales Associate will provide vital operational support to the Key Accounts Squad. You will play a key role in managing rate review/renewal administration, processing data, and ensuring background administrative processes are executed with accuracy and efficiency
• The role will enhance the Key Accounts Squad’s capacity to focus on high-value strategic activities, such as client engagement, upselling, and cross-selling, contributing to the overall growth and success of the business
• Manage operational tasks related to the rate reviews/renewals of existing contracts, ensuring all relevant documentation is up to date, accurate, and compliant
• Coordinate with Key Account Managers to ensure a smooth renewals process
• Collaborate with brokers to gather essential data required for the renewals process, ensuring accuracy and completeness of client records
• Maintain CRM systems and other relevant databases to ensure data integrity and accuracy
• Provide general administrative support for existing business, including document management, system updates, and data integrity checks
• Help create Management Information presentations for Key Account renewals
• Serve as a liaison between the Key Accounts Squad and the Existing Business
• Admin team, helping streamline processes and reduce administrative load
• Support the Existing Business Admin team by reducing their administrative burden, enabling greater focus on client-facing and revenue-generating activities

• Contact: Esme Muduroglu, Talent & People Ops Manager – Operations