Insurance Account Manager

Position: Insurance Account Manager (Permanent)
Location: Fazeley

Following a period of sustained growth, this leader in the insurance space is looking for an Insurance Account Manager to join its forward-thinking team.

Reporting into the Head of Group Risk and PMI, you'll be tasked with growing a portfolio of group risk and private medical insurance clients, and keeping schemes running flawlessly while proactively spotting the next big opportunity to scale partnerships.

What’s in it for you?

* Work hours:

Monday to Thursday, 9am to 5pm, Friday 9am to 3pm

* Salary: £30,000, realistic OTE £34,000

* Remote or hybrid in Tamworth, depending on what suits you

* 25 days holiday, increasing to 27 days with length of service

* Birthday off and a birthday voucher

* Access to a pension scheme

* Private medical insurance

* Income protection

* Death in service

* Access to an EAP, private GP service, health screening, and health cash plan

* Salary sacrifice schemes

* Regular social and wellbeing events

* Retail and gym membership discounts

* Regular recognition and rewards for your hardwork

Insurance Account Manager Responsibilities:

* Take ownership of a portfolio of Group Risk and PMI clients, delivering a seamless, high-quality service that builds loyalty

* Become the go-to adviser for your clients, using your insurance expertise and technical knowledge to provide clear guidance and recommendations that add value

* Drive account growth by staying close to your clients, spotting opportunities, and proactively strengthening relationships

* Champion the full suite of company products, confidently identifying opportunities and introducing clients to wider solutions that meet their evolving needs

* Produce tailored quotations for both new and existing clients, ensuring recommendations are aligned to their business objectives and budget

* Keep the CRM up-to-date with accurate records of all client interactions, pipeline activity, and sales progress

* Respond promptly and professionally to client queries via phone and email, taking ownership to ensure every request is handled efficiently and effectively

* Play an active role in the company's continued growth by attending industry events and client meetings, and contributing fresh ideas to expand the company's presence

Insurance Account Manager

Skills and Experience:

* Previous experience in account management within Group Risk, PMI or corporate insurance

* Possesses an IF7 and GR1 qualification

* Confident in managing a B2B client portfolio, identifying opportunities, and relationship-building skills

* Demonstrates a strong understanding of group risk and PMI products, and broader knowledge of employee benefits would be advantageous

* Has a track record of working within a target-driven environment and achieving targets and KPIs