Not all brokers are the same! At the John Morgan Partnership we go above and beyond.
We believe in a personal approach, working closely with our clients to deliver tailored solutions. Our expanding team offers exciting growth opportunities, with room to develop your career while making a meaningful impact.
Are you looking for a better place to succeed, grow & thrive?
Are you ready to take the next step in your insurance career with an innovative practice that goes way beyond ‘transactional’ insurance?
Role Info:
Commercial Insurance Account Manager
Cheltenham
Salary up to £40,000 Plus up to 10% bonus + Unique Share options
Plus Full Benefits
Hours of work: 8.45am to 5.00pm Monday to Friday
Company: HNW Insurance products for Private Clients & Commercial
We are seeking a motivated Commercial Insurance Account Manager to join our growing team.
This role will support the day-to-day management of client accounts, assisting our Account Executives in driving growth while maintaining our high standards of service.
Key Responsibilities:
1. Maintain accurate, compliant documentation and databases
2. Follow procedures to ensure effective scheme management
3. Handle day-to-day queries from clients and insurers
4. Manage claims, liaising with all parties to achieve the best outcomes for clients
5. Develop knowledge of a full suite of commercial products and employee benefits
6. Build strong relationships with insurers
7. Present client solutions to market
8. Advise clients on their insurance needs, ensuring all recommendations are aligned with their demands
9. Provide excellent customer service, taking ultimate responsibility for your clients
10. Attend meetings and training sessions as required
11. Opportunity for progression to Account Executive
About You:
1. Minimum of two years' insurance experience with a focus on customer service
2. Cert CII qualification (advantageous)
3. Strong IT skills; SSP system experience is a plus
4. Excellent organisational and time management skills
5. Strong relationship-building and communication abilities
6. Self-motivated, proactive, and dependable
Sounds like a good fit? Apply here for a fast-track path to our Leadership Team.
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