Insurance Account Manager

Job Description:

Insurance account managers develop business accounts and increase sales of their company's insurance products.

Job Category:
Financial Services

What you will do:

In your day-to-day tasks you could:

  • build good working relationships with brokers and other agents
  • be responsible for several business accounts
  • promote new insurance products and work toward sales targets
  • set up meetings to pitch and develop new business accounts
  • work with insurance underwriters to adapt policies
  • set up claims handling and support teams for new policies
  • monitor team sales performance
  • develop marketing literature
  • make sure that all business meets strict financial services industry rules


You’ll need:

  • maths knowledge
  • to be able to use a computer and the main software packages confidently
  • the ability to sell products and services

As well as:

  • customer service skills
  • to be thorough and pay attention to detail (organisational skills)
  • the ability to use your initiative (adaptability)
  • persistence and determination (ambition)
  • patience and the ability to remain calm in stressful situations
  • excellent verbal communication skills
Illustration of employee looking at workspace

Entry Requirements:

You can get into this job through:

  • a university course
  • an apprenticeship
  • working towards this role
  • training with a professional body

You could take a degree before applying to join a company’s management training scheme. Most subjects are accepted but you may have an advantage if you study:

  • business management
  • financial services
  • marketing
  • maths

You may be able to get into this job by doing an insurance professional higher apprenticeship, or degree apprenticeship for senior insurance professionals.

These take between 24 to 36 months to complete with a mix of workplace learning and study.

You could start as an insurance technician, underwriter or junior account handler and work your way up through training and promotion.

School Subjects

To become an insurance account manager, specific GCSE subjects are not typically required. However, certain subjects can provide a foundation of skills and knowledge that may be beneficial in this profession, such as:

  1. Mathematics: Basic math skills are essential for handling insurance premiums, calculating policy costs, and understanding financial aspects of insurance.
  2. Business Studies: This subject provides insights into business principles, marketing, and customer relationship management, which are relevant in the insurance industry.
  3. Economics: Understanding economic principles can help in analyzing insurance markets and trends.
  4. English Language: Strong communication skills are crucial for effectively interacting with clients, explaining insurance policies, and writing professional communications.
  5. Information Technology (IT) / Computer Science: Familiarity with technology and digital tools is increasingly important in the insurance industry, as many processes are now handled digitally.

Working Hours and Environment:

You’ll usually work standard office hours Monday to Friday, but you’ll need to be flexible at times as you may need to travel. A typical working week is 37-39 hours a week.

You may also need to meet with existing and potential clients in the evenings.

You’ll usually be office-based but may work from home.

Career Path & Progression:

With experience and a good track record, you could be promoted into a senior sales or marketing role. You could also move into area management or senior management, supervising other managers and planning company strategies.

You could also use your skills in other industries in sales, marketing or account handling.