Insurance Account Manager

3 weeks ago


Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full time

About the Role

We are seeking a skilled Insurance Account Manager to join our team at Ecclesiastical Insurance Group. As an Insurance Account Manager, you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement.

The ideal candidate will have previous broking experience, preferably specialising in farm & estate, household and liability insurance. You will have a good understanding of commercial insurance products and companies, as well as experience in obtaining information from clients via telephone & e-mail.

Key Responsibilities

  • Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
  • Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
  • Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
  • Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
  • Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
  • Work alongside our dedicated Claims Handler to provide efficient claims handling support when needed.
  • Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
  • Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
  • Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
  • Monitor delegated authority under agency agreements and maintain an effective credit control system.
  • Operate an effective credit control system and report as required.

What We Offer

  • Hybrid working available upon successful completion of probation.
  • Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme.
  • Annual Bonus scheme (Discretionary based on individual and company performance).
  • Life Assurance cover up to 4 x salary.
  • 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively).
  • 35 hours/week, 9.00 to 5.00.
  • Career development opportunities with funded support and financial incentives for all professional qualifications.

About Us

Ecclesiastical Insurance Group is a unique chartered insurance broking and financial services organisation, which strives to be a trusted adviser to our clients. We are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes.



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