Insurance Account Manager

The New Homes Group; Poole; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services network is looking for an experienced Insurance Account Manager to manage relationships with insurance partners. The role includes leading the account management process and ensuring effective governance and engagement. Ideal candidates will have a strong background in protection and GI. This position offers a flexible hybrid working pattern and various employee benefits.

Benefits

25 days holiday entitlement

Birthday day off

Gym discounts

Access to Employee Assistance Programme

Discounted medical assessments

Annual bonus through profit share

Qualifications

• Strong knowledge of the protection, GI, and mortgage market.
• Excellent communication, influencing, and negotiation skills.
• Self-motivated, flexible, and able to work independently.

Responsibilities

• Manage day-to-day relationships with protection and GI providers.
• Lead on reviewing and embedding insurance propositions.
• Provide data reports to support business decisions.

Skills

Knowledge of protection, GI, and mortgage market

Excellent communication skills

Negotiation skills

Organizational skills

Problem-solving skills

Job description

Social network you want to login/join with:

Mortgage Intelligence Holdings are looking for an experienced Insurance Account Manager with a strong background in financial services, protection, GI, or the regulated mortgage market.

In this role you will act as the subject matter expert for protection and GI, leading day-to-day account management with insurance partners, overseeing product governance, and driving awareness and engagement across the network and club. Ensure all propositions are effectively embedded, regularly reviewed, and supported by data insights and targeted training.

What can we offer you?

• The flexibility of a Hybrid working pattern (1-2 days in the office in Bournemouth/3 working from home
• 25 days holiday entitlement in addition to Bank Holidays.
• An additional day off to celebrate your birthday.
• Perks at Work – Discounts on products and services, inc gym discounts
• Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services
• Aviva Digicare – inc digital GP and annual health check
• Access to our Employee Assistance Programme - 24/7 support for you and your family
• Nuffield Health Screening – discounted medical assessment to provide an in-depth picture of your health
• The opportunity to earn an annual bonus through our profit share scheme, recognising your contribution to the business’s success

Main responsibilities:

• Manage day-to-day relationships with protection and GI providers.
• Lead on reviewing and embedding insurance propositions, including annual reviews.
• Oversee product changes and ensure network-wide awareness.
• Provide data reports to support business decisions.
• Coordinate training with providers based on network needs.
• There may occasionally be opportunities to travel to other offices or meet with partners, depending on business needs.

Skills and experience required:

• Strong knowledge of the protection, GI, and mortgage market.
• Excellent communication, influencing, and negotiation skills.
• Commercially aware and confident working under pressure.
• Strong organisational, planning, and problem-solving skills.
• Self-motivated, flexible, and able to work independently.

Mortgage Intelligence Holdings are a mortgage and insurance network and club, supporting advisers for over 25 years. Founded in 1996, we started life as a lead generation company and have grown into the multi-award-winning network and club we are today. You’ll benefit from our wealth of industry experience, premium network and club services and expertise in business growth.

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.