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Insurance Account Manager

Heat Recruitment
Posted a day ago, valid for 20 days
Location

Cheltenham, Gloucestershire GL544NB, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for an Insurance Client Executive to manage and renew small to medium sized accounts with existing partners.
  • Candidates should have a minimum of 2 years' experience in the insurance industry, though this is preferred but not essential.
  • Key responsibilities include negotiating renewal rates, compiling presentations, and maintaining strong client relationships.
  • The role requires strong communication, negotiation, and organizational skills, along with a working knowledge of general insurance and compliance regulations.
  • Our client offers a competitive salary and benefits package in a dynamic work environment.

We are seeking a highly motivated Insurance Client Executive to manage, develop and renew a portfolio of small to medium sized accounts with our client’s existing partners. The successful candidate will be responsible for establishing suitable distribution methods, negotiating renewal rates and terms, compiling professional renewal presentations and ensuring ongoing contact with our clients existing partners to maintain strong relationships.Responsibilities:

  • Manage, develop and renew a portfolio of small to medium sized accounts with existing partners.
  • Establish suitable distribution methods to negotiate renewal rates and terms and compile professional renewal presentations.
  • Maintain ongoing contact with existing partners to maintain strong relationships.
  • Monitor the performance of partners to ensure agreed forecasts are met.
  • Ensure that our Appointed Representative (AR) partners are distributing products compliantly and within the parameters of The AR framework.
  • Identify opportunities for leads to other areas of the business as part of the JustAsk scheme.
  • Provide introductions and support cross-sell processes to increase the amount of business we receive from our partners.
  • Track and maintain annual monitoring checks for all partners, both Exempt and AR.

Requirements:

  • Working knowledge of all the main classes of general insurance and the CII’s Code of Ethics and GDPR.
  • A minimum of 2 years' experience working in the insurance industry is preferred but not essential.
  • Strong communication, negotiation and presentation skills.
  • Proven ability to build and maintain strong relationships with clients.
  • Excellent time-management and organizational skills.
  • Knowledge of insurance products and regulations.

Our Client offers a competitive salary and benefits package, and the opportunity to work in a dynamic and fast-paced environment. If you are a highly motivated individual with a passion for sales and client services, we encourage you to apply for this exciting opportunity.What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.