Account Manager- Insurance

Ready to take the next step in your insurance career? Are you an insurance professional who enjoys building client relationships, retaining business and identifying opportunities to grow existing accounts? We’re working with an award-winning global insurance business in Birmingham that is looking for a client-focused Insurance Account Manager / Account Handler to join its established team. This is an excellent opportunity for someone with experience in personal or commercial lines insurance who wants to build on their existing skills and develop a long-term career in commercial insurance broking.

The opportunity You’ll play an important role in looking after an established SME client portfolio, delivering excellent service, supporting renewals and helping to retain and develop business. The ideal candidate will already be working in a client-facing insurance role, communicating with clients. You’ll understand the importance of maintaining strong relationships, taking ownership of client needs and contributing to retention and income generation.

You don’t necessarily need extensive commercial broking experience. What matters is your existing insurance knowledge, customer service and relationship-building ability, alongside the enthusiasm to learn and progress. Key responsibilities Manage and support an existing portfolio of insurance clients, delivering a high standard of service. Support renewals, helping to secure client retention and protect existing income. Identify opportunities to cross-sell, develop accounts and generate additional revenue.

Obtain renewal terms, compare quotations and prepare relevant documentation. Handle mid-term adjustments, policy queries and changes to client requirements. Liaise with insurers to obtain information, clarify cover and resolve queries. Ensure policies and client records are accurate, compliant and up to date. What we’re looking for We’re keen to hear from people who can demonstrate:
Experience in a client-facing insurance role, involving regular telephone, Teams or other direct customer communication. Experience in personal lines or commercial lines insurance, with an understanding of insurance products and customer needs. An appreciation of client retention, income ownership and the importance of developing existing relationships. Strong communication, relationship-building and customer service skills. A proactive, commercially minded approach, with the confidence to identify opportunities to grow accounts.

Energy, curiosity and a genuine desire to develop a career in commercial insurance broking.

Experience with Acturis would be advantageous, although it is not essential. Above all, we’re looking for someone who takes ownership, enjoys working with clients and is motivated to develop their insurance knowledge and progress professionally. Salary and benefits The successful candidate will receive a competitive salary, dependent on experience, alongside a comprehensive benefits package, including:
Pension contribution scheme. 25 days’ annual leave, with the option to buy or sell additional holiday. Flexible benefits, including gym membership and season ticket allowances. Support towards relevant CII qualifications and ongoing professional development. Clear opportunities for career progression, including exposure to mid-market and corporate clients. Hybrid working, with 2 days in the office and 3 days from home following the initial induction period.

During the first three months, you’ll be expected to attend the office 3 days per week to support your training, development and integration into the team. Why apply? This is an opportunity to join a respected global insurance business where your existing insurance experience, client…