Insurance Account Manager

The New Homes Group; Poole; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading company in financial services seeks an experienced Insurance Account Manager to oversee product governance and manage relationships with insurance partners. In this role, you will ensure effective embedding of propositions while providing support through data insights and targeted training. Enjoy a hybrid working model and numerous employee benefits, including discounts and wellness programs.

Benefits

Hybrid working pattern

25 days holiday entitlement plus Bank Holidays

Additional day off for birthday

Perks at Work – Discounts on products and services

Group Discounts on Property Services

Aviva Digicare – digital GP and health check

24/7 Employee Assistance Programme

Discounted medical assessment with Nuffield Health

Annual bonus through profit share scheme

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

Communication skills

Influencing and negotiation skills

Organisational and planning skills

Problem-solving skills

Self-motivated and flexible

Job description

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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.