Account Manager / Account Executive

Reposted 16 Hours Ago
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Shanghai, Shanghai Municipality, Shanghai, CHN
Hybrid
Senior level
Insurance
The Role
Manage and grow an assigned portfolio of B2B clients by executing marketing plans, maintaining relationships, preparing proposals and renewals, coordinating underwriting and internal teams, promoting cross-selling, and ensuring profitable underwriting, compliance, and client satisfaction.
Summary Generated by Built In
Company Description

At Coface, we make trade happen everyday.

Our 5,200 experts representing 80+ nationalities in 58 countries are united by a shared purpose: helping companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world.

With nearly 80 years of global experience, we offer companies a full range of solutions: Trade Credit Insurance, Business Information, Debt Collection, Single Risk insurance, Surety Bonds, Factoring — all driven by a unique data patrimony, cutting-edge technology, innovation and a deep understanding of the global economy.

Joining Coface means being part of a close-knit international organization, where your ideas matter.  We foster a culture of learning, collaboration and inclusion where you are given responsibilities and can see the impact of your actions.

Shape the future of trade with us. Join our Happeners!

Job Description

Main Responsibilities:
* Marketing Action Plan implementation:
- Collaborate in the design and execute the Marketing Action Plan, including the action plan on targets to be saturated.
- Build the Market Intelligence in all segment and update the reporting tool.
* Customer relationship management:
- Personally contact and secure existing customers and their intermediaries for accounts via regular and proactive communication.
- Build strong customer relationships and create a sense of mutual trust and beneficial reliance with existing clients.
- Make telephone calls and in-person visits and presentations to existing customers.
- Provide good customer service by responding swiftly to queries and concerns from clients and their intermediaries.
- Consult on the most effective cover for a particular need.
- Prepare bids and price quotations.
*Portfolio management:
- Be the active central point of contact of the clients and/or its intermediary.
- Deliver renewal revenue and achieve maximum sales profitability, growth and account penetration within an assigned portfolio of accounts.
- Prepare sales proposals and renewal offers with the contribution of internal stakeholders: risk underwriters, commercial underwriting; for the highest possible renewal rate and a high level of client satisfaction and develop cross-selling.
- Increase profitability of existing product lines by encouraging clients to use added value services wherever possible.
- Maximise the opportunities for all product lines, thereby maximising contribution.
- Monitor and report on performance against agreed sales targets, sometimes including monitoring the performance of other sales staff.
- Demonstrate products and services to existing clients and assist them in selecting those best suited to their needs.
- Expand the existing business in saturating them to non-insured entities of the insured group (direct approach or through intermediaries. Support other region teams in saturating their business.
* Market knowledge:
- Ensure credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products.
- Maintain a sound understanding of all Coface products and ensure the proposition is developed through all appropriate sales channels.
- Introduce new CGS programs, products and services and promote them through regular visits and frequent communications.
- Work with Marketing teams in making the most effective use of the resource for campaigns/events, follow-up the customer survey.
* Communication:
- Supply management with verbal and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services. 
-Coordinate and  steer the internal stakeholders (account and sales managers, back office, risk underwriting and other experts) to ensure a timely, efficient and global service to clients. 
- Participate in external events organised within the Region representing the company in the best light for building new business contacts.
* Underwriting savvy:
- Ensure prudent Commercial Underwriting of credit insurance business, adhering to Coface standards and delegations.
- Work with underwriters to amend policies where necessary in order to meet client demand.
Risk management and compliance:
- Take joint ownership of the loss ratio with the Risk department and deliver a profitable result to the business.
- Adhere to compliance standards set by Coface and external regulators.

Qualifications

  • 5+years' experience in B2B credit or related industry sales to multiple verticals.
  • Bachelor's Degree
  • Ability to conduct business from your home office
  • Proficient in Microsoft Office
  • Ability to travel up to 25%

Additional Information

  • Flexible working model after the 6th month
  • Great place to work: central and modern office 
  • Opportunities to learn: budget every year for training, languages platform, e-learning platform, dedicated development program…
  • Career opportunities: Opportunity to build your career (both locally and internationally) in a large global company, one of the world leaders in its field
  • Health care

Skills Required

  • 5+ years' experience in B2B credit or related industry sales to multiple verticals
  • Bachelor's Degree
  • Ability to conduct business from your home office
  • Proficient in Microsoft Office
  • Ability to travel up to 25%
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The Company
HQ: Bois-Colombes
5,637 Employees

What We Do

With over 75 years of experience and the most extensive international network, Coface is a leader in trade credit insurance & risk management, and a recognized provider of Factoring, Debt Collection, Single Risk insurance, Bonding, and Information Services. Coface’s experts work to the beat of the global economy, helping ~50,000 clients in 100 countries build successful, growing, and dynamic businesses. With Coface’s insight and advice, these companies can make informed decisions. The Group' solutions strengthen their ability to sell by providing them with reliable information on their commercial partners and protecting them against non-payment risks, both domestically and for export. In 2023, Coface employed ~4,970 people and registered a turnover of €1.868 billion.

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