Insurance Account Manager

Connells Group; Puddletown; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company is seeking an experienced Insurance Account Manager to manage relationships with protection and GI providers. The role involves leading the review and embedding of insurance propositions, providing data support for business decisions, and coordinating training based on network needs. Strong knowledge of the protection, GI, and mortgage markets is essential.

Benefits

Perks at Work - Discounts on products and services, inc gym discounts

Group Discounts on Property Services

25 days holiday entitlement

Extra day off for birthday

Aviva Digicare - inc digital GP

24/7 Employee Assistance Programme

Qualifications

• Strong knowledge of 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.

Responsibilities

• Manage day-to-day relationships with protection and GI providers.
• Lead on reviewing and embedding insurance propositions.
• Oversee product changes and ensure network-wide awareness.
• Provide data reports to support business decisions.
• Coordinate training with providers based on network needs.

Skills

Knowledge of protection, GI, and mortgage market

Excellent communication skills

Influencing skills

Negotiation skills

Organisational skills

Planning skills

Problem-solving skills

Self-motivated

Flexible

Job description

Insurance Account Manager 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.

Overview

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.

Qualifications

• 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.

Benefits

• Perks at Work - Discounts on products and services, inc gym discounts
• Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services
• 25 days holiday entitlement in addition to Bank Holidays.
• An additional day off to celebrate your birthday.
• Aviva Digicare - inc digital GP and annual health check
• Access to our Employee Assistance Programme - 24/7 support for you and your family