Insurance Account Manager
3 weeks ago
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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