Permanent Contract

Account Manager M/F

Modified on 19/07/2024

  • Milan - Italy
  • Finance / Accounting
  • 2024-91460

Job description

The Account Manager drives business development by identifying growth opportunities, formulating strategic plans, and negotiating budgets with partners. Through market analysis and competitor assessment, they actively contribute to new product creation. The role involves coordinating tailored training programs, commercial plans, and fostering partnerships. Additionally, the Account Manager plays a vital role in animating partnerships, monitoring business results, and providing crucial support to bank insurance specialists. Effective collaboration with CACI teams in Milan and Dublin ensures seamless coordination and timely responses to partner needs.

Duties and responsibilities
 

Commercial Development/Prospecting

  • Identifies and proposes development opportunities
  • Proposes and builds up commercial and key leverage plans according to pre-defined objectives
  • Participates in developing and negotiating annual business development plans and budgets with partners
  • Conducts exploratory market studies to identify development opportunities
  • Gathers information on the existing contracts and financial conditions of partners
  • Contributes to the presentation/formalisation of offers to potential partners in accompanying CACI teams (Milan and Dublin)
  • Develops reporting on activities carried out and performances achieved
     

Market/Product Watch

  • Provides key contribution to the new product creation process
  • Analyses competitors, playing a permanent role in strategic watch
  • Identifies distribution channels, partners and potential service providers
     

Relationship with Partners

  • Oversees and develops the relationship with Partners on all aspects of collaboration
  • Assesses partners’ regional results and develops tailored annual training programmes
  • Performs training on processes and products to partner networks and territorial managers
  • Proposes commercial plans to territorial areas, territorial managers and branches
  • Develops and plans business training schedule, coordinating training sections with Partners
  • Performs Partner oversight
  • Monitors business results
  • Advises bank insurance specialists in managing medical subscriptions as well as ensuring prompt customer assistance after sale
  • Selects CAI inquires to facilitate CACI Dublin response as required
  • Monitors CACI Dublin and CAI Italy processes to ensure a timely and effective support to the partners network

Distribution network training

  • Organizes, manages and coordinates training sessions to partners, in accordance with regulatory guidelines
  • Develops and delivers training materials for various scopes (e.g., launch of new products, implementation of new regulations)
  • Coordinates and conducts training sessions
  • Collaborates with distributors and external providers to build and deliver online training modules
  • Develops internal reporting on the training provided

*Other duties as required/assigned to fulfil requirements of post

    • Minimum level of study
    • Bachelor Degree / BSc Degree or equivalent
    • Training / Specialization
    • Education: Business School/University
      Experience: 3 to 5 years professional experience in the financial sector (banking, insurance, insurance brokering)
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
      • Knowledge of the banking sector of the Country
      • Knowledge of bank-insurance products (life and non-life)
      • Specialisation in PPI/Creditor Insurance and advantage
      • Flexibility and ability to work on multiple activities
      • Customer orientation and good communication skills
      • Analytical approach
    • Languages
    • Fluency in Italian, fluency in English and/or French language an advantage

  • Crédit Agricole Assurances, France's largest insurance group, unites together Crédit Agricole's insurance subsidiaries. The Group offers a range of savings, retirement, health, personal protection and property insurance products and services. They are distributed by the Crédit Agricole's banks in France and in seven other countries around the world by financial advisers and multi-line insurance agents. The Crédit Agricole Assurances companies serve individuals, professionals, farmers and businesses. At the end of 2023, Crédit Agricole Assurances has 5,800 employees and Its premium income amounted to €37.2 billion (IFRS). As the leader creditor insurance operator in France,the third-biggest European specialist in this segment, the 1rst in France concenrning the death benefit, funeral and dependence insurances , we provide a comprehensive range of financial protection products and services to cover the risks due to death, off work, dependence for families, employees and professionals through multi-channel pathways integrated into our partners' processes : retail banks and specialised financing companies in France and Europe. It represents around 500 employees located in Paris, Lille, Dublin and Milan. Convinced that diversity is a source of enrichment for everyone, we are committed to inclusion. Our jobs are open to everyone, regardless of disability or individuality.

Crédit Agricole Assurances
Crédit Agricole Assurances
Crédit Agricole Assurances

Crédit Agricole Assurances

Account Manager M/F

Published the 19/07/2024

Permanent Contract
  • Milan - Italy
  • Finance / Accounting
  • 2024-91460
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Our advantages

Working from home

This is a working method that has existed within Crédit Agricole Assurances for many years.

Training

Numerous face-to-face and remote levers: learning from others, giving and receiving feedback, taking training courses (124,000 hours by 2023), enhancing experience, taking on new missions.

Crossovers

A wide range of support (events, workshops, guidance tools, practical information sheets, advice, etc.) and a variety of career paths within our Insurance Group and throughout the Crédit Agricole Group.

Companies

Sites in Paris, the French regions and 8 other countries: Ireland, Italy, Spain, Japan, Luxembourg, Portugal, Poland and Greece.

Banking benefits

Banking benefits for staff

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