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Specialist Account Manager - Non Profit Insurance Market

Bristol, Somerset
£40,000 to £50,000
Job Type
7 Sep 2022

Job Title - Specialist Account Manager - Non Profit Insurance Market Contract - PermanentSalary - Circa £50,000Location - South West or UK, Hybrid role

The Team

We are now looking for a Specialist Account Manager to join our clients Education team. The role will report directly to the Senior Sales Account Manager.


The main objectives of the role are to meet and exceed income targets and retention from new clients and existing clients in the Educational and/or Not-for-profit market through your performance.

The main focus of the role is to grow market share in the Education and/or Not-for-profit market through advised selling of commercial lines products to Charities, Schools, Universities, Colleges and Private accommodation providers.

key accountabilities will include:

  • Responsible for prospecting and securing new Education clients and ensuring the successful on-boarding of new clients
  • Making presentations to outside commercial organisations and attending new business and renewal meetings with clients
  • Attending relevant key conferences to generate new opportunities.
  • Working with marketing to develop and execute plans to support the delivery of income targets.
  • Providing accurate sales forecasts to Specialist Insurance Leader using pipeline reporting.
  • Relationship Management of high value and/ or strategic existing clients, collaborating with Service and Renewals to deliver an exceptional customer experience.
  • Building and maintaining durable relationships with key industry contacts.
  • To provide insurance advice to clients and model effective protection through the provision of appropriate insurance products.
  • To treat customers fairly at all times in adherence with the FCA TCF principles.
  • Identifying opportunities for leads to other areas of B2B, providing introductions and supporting the cross-sell process.


The Sales Account Manager will have experience working in a broking or insurance environment, specialising in commercial insurance. The Sales Account manager will be and have:

  • Significant commercial insurance experience with CII/ACII qualification
  • Strong technical knowledge of insurance gained in a Broker or Insurance company environment.
  • Experience of dealing with third parties with the ability to develop long term relationships.
  • Ability to exceed individual and team targets and deadlines
  • Excellent communication and presentation skills, both orally and visually and ability to effectively present to all levels within a business, both external and internal
  • Strong stakeholder management skills.
  • Ability to understand people and build rapport, adapt styles of communication accordingly.
  • The ability to manage own diary and workload effectively and work to tight deadlines with accuracy of work
  • Excellent interpersonal and relationship building skills
  • Ability to spot and identify opportunities for cross-selling
  • Ability to use a CRM tool (preferably Salesforce) effectively from both an opportunity management and reporting perspective.


This is a great opportunity to be part of a transforming business and you will be rewarded by a highly social team culture and competitive salary. Afantastic benefits package which includes a market leading defined contribution pension scheme where the organisation w

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  • Job Reference: 706200178-2
  • Date Posted: 7 September 2022
  • Recruiter: Lawes Consulting Group
    Lawes Consulting Group
  • Location: Bristol, Somerset
  • Salary: £40,000 to £50,000
  • Sector: Insurance & Superannuation
  • Job Type: Permanent