B2B INSURANCE ACCOUNT MANAGER

Insurance B2B Account Manager

Location: Hybrid / Bournemouth, Dorset

Hours: Monday to Friday 9am – 5pm

Salary: Up to £36,000 per annum + Bonus

Account Executive – Specialist Property Insurance

Join a leading specialist property insurance broker who operates a highly supportive, technology-enabled environment. We’re looking for a driven Account Executive to service a complex book of accounts and help drive growth within a specialist division. You’ll be part of an expert team in the Bournemouth office, operating on a hybrid basis.

Key Responsibilities

As an Account Executive, you will manage a client portfolio and drive business growth by:

• Client Management – Control the renewal process and accurately gather information from clients.
• Business Growth – Chase warm leads to maintain and grow your portfolio; identify and recommend new business opportunities.
• Negotiation – Discuss renewal terms, seek competitive alternatives, and liaise with brokers to secure the most competitive terms that meet client objectives.
• Administration & Resolution – Efficiently assess and resolve account queries and credit control matters, escalating critical concerns when necessary.
• Process Improvement – Look at internal processes with a critical eye and suggest efficiency improvements.
• Relationship Building – Visit clients as appropriate to strengthen professional relationships.

Skills & Experience Required

• Experience – Insurance B2C experience is ideal. Previous experience working within a similar Account Handling or Sales Support role is essential.
• Knowledge – A-Level standard education (or equivalent) with a strong working knowledge of general insurance products and classes.
• Market Insight – Knowledge of the client market and the wider industry (London Market/Lloyd’s exposure beneficial).
• Qualifications – Dip CII/Cert CII preferred (study support available).
• Core Skills – Exceptional written and verbal communication, strong new business drive, outstanding accuracy and attention to detail, and a commitment to making the customer your top prioritising.

Rewards & Benefits

The client offers a competitive package including:

• Salary – Up to £28,000 per annum + Quarterly Bonus
• Leave – Minimum of 25 days holiday (+ bank holidays), with the option to buy or sell extra days.
• Financial Security – Defined contribution pension scheme (with employer contribution), Life Insurance (4x salary), and Income Protection (covering up to 50% of income).
• Health & Wellbeing – Health Cash Plan/Private Medical Insurance, Critical Illness Cover, discounted gym membership, and access to emergency back-up family care.
• Extras – Share Schemes and three fully paid volunteering days per year.

The company is committed to Inclusion and Diversity.