National Account Manager

Location:

UK – field‑based

Department:
Protection Distribution

Reports to:

Head of Protection Distribution

The Exeter is a multi‑award‑winning insurer specialising in health insurance, income protection, and life insurance.

We are an ambitious, inclusive and friendly organisation that values integrity, collaboration and continuous improvement.

• Develop and manage strategic relationships with a portfolio of national accounts across all protection propositions
• Deliver agreed annual premium income targets in line with business objectives and Distribution Quality Measures (DQM)
• Act as the primary point of contact for all opportunities across the allocated account portfolio
• Identify and develop growth opportunities across products, including viable cross‑selling opportunities
• Create and deliver tailored business development plans and contact strategies for each account
• Analyse account performance to identify trends, risks and opportunities, using CRM, DQM and market insight
• Work collaboratively with Sales Managers and internal stakeholders to maximise The Exeter’s visibility and positioning in the market
• Ensure strong governance across account relationships, including structured meetings, agendas, minutes and action tracking
• Maintain a high level of product knowledge, including relevant legislation and competitor propositions
• Provide regular competitor and market analysis, sharing insights and recommendations internally
• Ensure compliance with internal governance processes and FCA Individual Conduct Rules

• Proven experience working with intermediaries, IFAs and/or wealth managers
• Strong knowledge of protection products
• A demonstrable track record of developing and growing new and existing accounts
• Experience in senior relationship and territory management roles
• Confident presenting to senior and occasionally challenging audiences
• Strong influencing, communication and stakeholder management skills
• Highly organised, self‑motivated and comfortable managing a national portfolio
• Ideally CII qualified (or working towards it)
• Confident with Microsoft Office, CRM systems, and Power BI
• Full UK driving licence and right to work in the UK

You’re commercially focused, self‑driven and collaborative, with a genuine passion for building long‑term relationships. You thrive in a target‑driven environment and enjoy representing The Exeter positively in the market.

• Flexible working options
• Income protection cover
• Holiday trading
• Your birthday day off
• Life insurance (four times salary)
• Free health assessment
• Employee assistance programme
• Supportive and inclusive work environment

This advert outlines the main responsibilities of the role but is not intended to be an exhaustive list. You may be required to carry out other duties that are reasonably requested in line with the operational requirements of the business.

The successful candidate will be expected to adhere to the Financial Conduct Authority Individual Conduct Rules and comply with The Exeter’s Expectations at all times.