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- Be responsible for managing the relationship between your organisation and its customers
- You'll need excellent people skills, sales skills, and to be highly organised
- With experience you could move into area management or senior management
As an insurance account manager, you'll be responsible for managing customer accounts and helping to expand sales.
DAY-TO-DAY DUTIES
- Building good working relationships with brokers and other agents
- Being responsible for several business accounts
- Promoting new insurance products
- Working to agreed sales targets
- Setting up meetings to develop new business accounts
- Managing business pitches
- Working with insurance underwriters to adapt policies
- Setting up claims
- Handling teams and contacting centre support for new policies
- Monitoring agents' sales performance
- Developing marketing literature
- Giving advice on existing products
- Making sure that agents meet strict financial services industry rules
DAY-TO-DAY ENVIRONMENT
You could work in an office or from home.
You'll need
This role would be ideal for someone with customer service and excellent verbal communication skills, the ability to sell products and services, thoroughness and attention to detail, initiative, and the ability to accept criticism and work well under pressure.
You could take a degree before applying to join a company's management training scheme. Most subjects are accepted but you may have an advantage if you study business management, financial services, marketing, or maths.
You can do an insurance professional higher apprenticeship, or degree apprenticeship for senior insurance professionals.
You could also start as an insurance technician, underwriter or junior account handler, working your way up to insurance account manager.
Qualifications from the Chartered Insurance Institute (CII) allow you to specialise in study units relevant to different insurance areas.
CAREER PROSPECTS
With experience, you could be promoted into a senior sales or marketing role. You could also move into area management or senior management, supervising other managers and planning company strategies. You could use your skills in other industries in sales, marketing or account handling.