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Private Medical Insurance Account Manager

2 months ago


Stroud, Gloucestershire, United Kingdom McCabe & Barton Full time

Role Overview: Join McCabe & Barton as a dedicated Account Manager specializing in Private Medical Insurance. This position is pivotal in managing client relationships and ensuring optimal policy administration.

Key Responsibilities:

  • Client Management: Oversee the insurance requirements of clients, addressing inquiries, processing renewals, and making necessary adjustments to policies.
  • Advisory Services: Deliver tailored advice to clients, ensuring they receive the best coverage options at competitive rates.
  • New Business Development: Manage inquiries for new business and facilitate renewals in line with company protocols.
  • Insurer Collaboration: Liaise with insurance providers to negotiate favorable terms and streamline the renewal process.
  • Documentation Management: Generate 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 client service abilities.
  • Capacity to prioritize tasks, meet deadlines, and maintain accuracy under pressure.
  • Excellent communication skills.

This position provides an excellent opportunity for professional growth within a nurturing environment, emphasizing continuous learning and development through in-house training.