Commercial Account Manager - Full Time

We are a leading broker based in Northampton providing commercial insurances to small-to medium enterprise alongside a range of financial services and specialised personal insurances. We serve businesses, business owners and private clients throughout the UK.

We are looking for a multi-talented individual who will be responsible for creating new leads and opportunities, retaining an existing book of business and winning new customers from both our existing client base and in key localised areas.

Duties will command high quality personal communication skills helping to promote client and insurer relations by telephone, in writing and face-to-face. You will be able to assess market rates, relay information to underwriters and negotiate favourable terms in order to succeed.

You will have proven experience in an insurance and sales environment and be able to perform all of your duties to a high standard whilst working within a framework of company procedures and regulatory requirements.

With a client base of unprecedented quality, the standard of our service is paramount. You will therefore need to display excellent technical skills, handling and processing transactional duties with the utmost accuracy. You will be organised and capable of effective client management throughout the life of the client journey which will include mid-term servicing, cross-selling, overseeing claims and successfully handling client renewals.

Key responsibilities and tasks

  • Servicing in and outbound calls to new and existing customers to the highest of standards
  • Negotiating terms with both clients and insurers
  • Nurturing and developing client and insurer relations both in and out of the office
  • Selling and cross selling a range of products
  • Accurately processing policies, associated transactions and documentation (Acturis and MS Office)

Your employment background should include

  • At least 2 years commercial insurance experience (essential)
  • Sales, service and administrative experience (essential)
  • Frequent use of Microsoft applications including Word, Excel and Outlook (essential)
  • Experience working with structured procedures and deadlines (essential)
  • Knowledge and understandings of FCA regulations (essential)
  • Chartered Insurance Institute (CII) qualifications (preferred)
  • Motor and home insurance experience (preferred)

What we're looking for

The ideal candidate will be career minded and be prepared to go the extra mile to achieve results. Someone who will be able to think on their feet, working independently and as part of a team. You should be well organised, self-motivated and approachable with a positive outlook towards you work. Supporting academic achievements and Chartered Insurance Institute (CII) qualifications preferred.

Your skills and abilities should include

  • Confident communication skills with excellent telephone manner and positive nature
  • Competent selling techniques with demonstrable results
  • An ability to work under pressure to meet deadline and targets
  • Competent organisational skills and elevated administrative abilities
  • An ability to focus on detail to maintain accuracy
  • Competence with numbers and technical information
  • A good standard of written language and presentation
  • Proficiency with Microsoft Word, Excel and Outlook

Employment package and benefits include

  • Monday to Friday 9am - 5:30pm with an hour for lunch
  • 28 days equivalent holiday including bank holidays
  • Increasing holiday entitlement with longevity of service
  • Access to our comprehensive healthcare plan
  • Subsidised healthcare subscription after 2 years of service
  • Loyalty bonus following 5, 10 and 15 years of service
  • On site hands-on training and development programs
  • Financial support for Continued Professional Development
  • Staff discounts on insurance products
  • Access and contribution to our workplace pension scheme
  • Access and management of an in-house savers scheme
  • Eye care vouchers providing for examination and corrective lenses

Salary is negotiable, experience and projected income will dictate earnings in range of £35,000 to £45,000 with scope to increase plus the other benefits as described.

If you would like to make an application please download and send your completed application and accompanying CV to:; or

Daniel Tyler - Business Services Manager
First Point Insurance Management
Talavera Court
Darnell Way

First Point Insurance Management Ltd, registered in England No. 3521771. First Point Financial Management Ltd, registered in England No. 9444714. Registered Office: Lakeview House, 4 Woodbrook Crescent, Billericay, Essex CM12 0EQ. First Point Insurance Management is authorised and regulated by the Financial Conduct Authority, registered number 310158.
You may check this on the Financial Services Register by visiting the FCA's website, or by contacting the FCA on 0800 111 6768.
First Point Financial Management is a trading style of Lifetime Financial Management Ltd. Lifetime Financial Management is authorised and regulated by the Financial Conduct Authority, registered number 448415. Lifetime Financial Management Ltd is registered in England and Wales No. 3652194. Directors: P Merrigan, U Ozturk and C Last. Registered Office: 12-14 Upper Marlborough Road, St Albans, Herts AL1 3UR.