Insurance Account Manager

3 weeks ago


London, Greater London, United Kingdom Sanderson Recruitment Plc Full time

Job Title: Insurance Account Manager

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About the Role

We are seeking a detail-oriented and analytical individual to join our Client Finance Operations team as an Insurance Account Manager. This role plays a pivotal part in the reconciliation and management of client money, working closely with both clients and insurance underwriters.

This is an excellent opportunity for a candidate with a background in finance or insurance broking accounts who wants to make an impact in a dynamic and growing business. The successful candidate will focus on enhancing insurer relationships, ensuring service excellence, and contributing to the delivery of high-quality outcomes.

Main Responsibilities:

  • Premium Payments (PPWs): Ensure timely premium payments to insurance underwriters within established deadlines.
  • Adherence to Protocols: Adhere to internal protocols and external regulatory requirements, escalating issues to senior management when necessary.
  • Account Reconciliations: Manage account reconciliations by collaborating with clients, insurance underwriters, and brokers to secure funds, maintaining efficiency in a fast-paced environment.
  • Service Excellence: Provide outstanding service to both internal and external clients, acting as a key liaison for clients and insurance underwriters, fostering stronger relationships, and driving process improvements for mutual benefit.
  • Background and Skills: A background in finance or client finance operations, strong knowledge of insurance broking accounts and FSA client money rules, proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.

Estimated Salary: £55,000 (dependent on location and experience).



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