Insurance Account Manager

2 months ago


Croydon, United Kingdom Advancing People Full time
About the Role

We are seeking an experienced Insurance Account Manager to join our team at Advancing People. As an Insurance Account Manager, you will be responsible for managing existing client relationships and identifying new business opportunities.

Key Responsibilities
  • Deal with incoming enquiries from clients, insurers, and other third parties in a professional and timely manner.
  • Work within agreed authority levels to ensure seamless client service.
  • Review the demands and needs of customers and advise on the most appropriate insurance solutions to meet their demands and needs.
  • Increase client base through proactive business development.
  • Convert insurance needs into sales opportunities.
  • Lead and process client new business, renewals, midterm adjustments, and lapses in accordance with current procedures and FCA requirements.
  • Input accurate data onto the back-office systems to ensure efficient client management.
  • Liaise with Insurers and other third parties regarding the administration of client's insurance needs.
  • Assess, assimilate, analyze, and present to insurers and underwriters to achieve risk acceptance at the most advantageous rate.
  • Prepare customer reports on both new and existing risks to support the commercial lines manager/supervisor.
  • Take ownership for actioning and updating Diary System as advised and within defined time scale.
Requirements
  • Previous commercial insurance experience is essential for this role.
  • Commercial insurance experience ideally in respect of schemes business.
  • Ability to build successful, mutually helpful business/client relationships.
  • Understanding of broking and underwriting process.
  • Highly organized, with good planning skills.
  • Able to work flexibly to achieve tight deadlines/targets.
  • Completion of / progress towards CII.
What We Offer

Basic salary for this role will be £40,000 plus company bonus and comprehensive benefits.



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