Commercial Insurance Account Manager

4 weeks ago


Birmingham, Birmingham, United Kingdom Insure Recruitment Full time

Insurance Account Manager Opportunity

We are seeking an experienced Insurance Account Manager to join our team at Insure Recruitment. As a seasoned insurance professional, you will be responsible for servicing a robust SME book of existing clients, covering a broad range of commercial classes of insurance.

In this role, you will focus on retaining and growing accounts by offering exceptional assistance to existing customers and maximising cross-selling opportunities. Your responsibilities will include:

  • Creating documents for new customers detailing their insurance requirements.
  • Obtaining renewal terms for customers, researching suitable alternatives, and preparing presentations for Account Managers to discuss in face-to-face meetings.
  • Coordinating all renewal quotes for existing customers and handling any mid-term adjustments.
  • Managing insurer queries related to customer policies, confirming coverage, processing policies, and ensuring all necessary documentation is completed.
  • Securing and verifying policy documentation from insurers before approval and release by the Account Executive.
  • Addressing account queries and credit control issues, promptly reporting any concerns to Account Managers.

To be successful in this role, you will need to:

  • Hold or be working towards one of the Chartered Insurance Institute Qualifications: Dip CII/FIT is preferred.
  • Experience with Acturis (advantageous).
  • Have insurance administration experience, either commercial insurance or personal lines insurance (required).
  • Be aware of risks when handling customer information and seek advice when necessary.
  • Be diligent, process-driven, and deadline-oriented, with strong organisational and analytical skills.
  • Have a keen eye for detail and take initiative in assisting team members.

In addition to a highly competitive salary, you will also enjoy excellent benefits, including:

  • A pension contribution scheme.
  • Opportunity to grow to handle mid-market to corporate clients as you progress.
  • 25 days of annual leave, with options to buy or sell additional holiday time.
  • A variety of flexible benefits to choose from, such as gym memberships and season ticket allowances.


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