Private Medical Insurance Account Manager

4 weeks ago


Stroud, Gloucestershire, United Kingdom McCabe & Barton Full time

Role Overview: Join McCabe & Barton as a Private Medical Insurance Account Manager, where you will play a crucial role in managing client accounts and providing exceptional support to our diverse clientele.

Key Responsibilities:

  • Account Management: Oversee the insurance requirements of clients, addressing inquiries, processing renewals, and managing mid-term adjustments efficiently.
  • Client Consultation: Deliver expert guidance to clients, ensuring they receive the best coverage options tailored to their specific needs.
  • New Business Development: Manage inquiries for new business and handle renewals, adhering to company policies and procedures.
  • Insurer Collaboration: Liaise with insurance providers to negotiate favorable terms and facilitate a seamless renewal experience.
  • Documentation Management: Prepare and distribute accurate renewal documents, ensuring compliance with contract standards and maintaining organized records within the Broker Systems.
  • Premium Management: Ensure the timely collection of premiums prior to the initiation of coverage.

Qualifications & Skills:

  • Proven experience in Private Medical insurance.
  • Familiarity with insurance markets and proficiency in IT/Broker systems.
  • Strong negotiation, broking, and customer service skills.
  • Ability to prioritize tasks, meet deadlines, and maintain accuracy under pressure.
  • Excellent communication abilities.

This position offers a supportive environment focused on personal and professional growth, with opportunities for continuous learning and development through in-house training.



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