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Insurance account manager

Alternative titles for this job include Relationship manager, insurance sales executive, affinity account manager, broker consultant

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

Average salary (a year)

£18,000 Starter


£75,000 Experienced

Typical hours (a week)

37 to 39 a week

You could work

evenings flexibly

How to become

Explore the different ways to get into this role.

How to become Insurance account manager

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

Entry requirements

You'll usually need:

  • 2 to 3 A levels, or equivalent, for a degree

More Information


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.

Entry requirements

You'll usually need:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

More Information


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

Other Routes

You could study for qualifications from the Chartered Insurance Institute (CII).

The CII qualifications offer study units relevant to the insurance areas you specialise in, for example marine, commercial or general insurance. Examples of qualifications include:

  • CII Level 3 Certificate in Insurance
  • CII Diploma in Insurance
  • CII Advanced Diploma in Insurance

More Information

Professional and industry bodies

You could join the Chartered Insurance Institute for professional development and training opportunities.

Further information

You can find out more about working in insurance from the Chartered Insurance Institute and Step Forward.

What it takes

Find out what skills you’ll use in this role.

What it takes

Skills and knowledge

You'll need:

  • customer service skills
  • the ability to sell products and services
  • to be thorough and pay attention to detail
  • the ability to use your initiative
  • persistence and determination
  • patience and the ability to remain calm in stressful situations
  • excellent verbal communication skills
  • maths knowledge
  • to be able to use a computer and the main software packages confidently

What you’ll do

Discover the day to day tasks you’ll do in this role.

What you'll do

Day-to-day tasks

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 to 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

Working environment

You could work in an office or from home.

Career path and progression

Look at progression in this role and similar opportunities.

Career path and 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 use your skills from this role in other areas, for example sales, marketing, business development or account handling.

Current opportunities

Find apprenticeships, courses and jobs available near you.

Current opportunities

Apprenticeships In England

Insurance Professional Apprentice

  • Wage: £23,000 a year Annually
  • Location: West Malling

Courses In England

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