Insurance Account Manager

We are looking for a dynamic Insurance Account Manager. Our vision is to be the best insurance and referencing business in the UK.

Career Details
Position opens 12/09/2018
Position closes 10/10/2018
Location Lincoln
Reporting to Senior Account Manger
Job reference



Leader of Lettings

Team of Innovative, hardworking, fun industry experts that take pride in delivering an outstanding level of service with a consultative approach to maximising all business opportunities



Responsible for agents that have been identified to have Insurance as the main opportunity for HomeLet.  To represent HomeLet as the leader of lettings and to ensure all customers feel valued through a robust contact strategy and consistent delivery of the agreed service levels

Develop and maintain good working relationships with clients primarily letting agents with IO and IAR status

Demonstrate a consistent and sustained increase in the conversion of our tenants and landlord’s insurance across our biggest opportunity agents which supports the delivery of overall insurance budget target and shows clear management of our IAR population with a view to driving all sales

Deliver Marketing campaigns to provide innovative and fun ways to engage the customer, obtain feedback, incentivise their loyalty and insurance sales and create the personal touch. Ensure clients feel loved and in return love HomeLet

Drive change – should areas of our proposition or service prove challenging for our customer base ensure communication is shared and demonstrate ownership of all issues until resolved



  • Demonstrate a clear strategy to increase insurance sales month on month  
  • Monitor and report on performance against sales targets
  • Monitor customer preferences to determine focus on sales efforts
  • Co-ordinate clear IAR strategy alongside Insurance Champion
  • Ensure compliance with regulations and procedures as laid down by the FCA by keeping up to date with all changes in the regulatory framework
  • Increase profitability of existing product lines by encouraging clients to use added value services wherever possible
  • Consult on the most effective process to follow that suits that business to maximise performance on that product line
  • Supported findings with MI and identify any downward trends across tenants and landlord products early and show urgency when addressing any concerns
  • Deliver a robust contact and sales strategy across allocated agents segmented into low, medium and high opportunity and engagement
  • Be seen as a role model within the Sales Department and within all areas of the business
  • Share best practice whenever possible
  • Schedule appropriate insurance sales training and ensure implementation is effective
  • Complete accurately all Sales Insurance Complaints and grumbles - investigating and resolving queries and issues raised and escalating where appropriate
  • To demonstrate a detailed knowledge of current market conditions in the lettings industry
  • Update Insurance Competitor Information regularly and share with sales colleagues
  • Complete accurately CRM system Salesforce to record activity and progress






Education & Qualifications

 5 GCSE’s A-C or equivalent including English Lit/Language

A Level’s


Proven sales experience

Experience of working to targets

Confident negotiator and have the ability to ‘Close the deal’

Knowledge of Microsoft programmes – Word/Excel/PowerPoint

Sales experience within the Lettings/Property industry

Skills & aptitude

Collaborative Working- Encourages Co-Operative Working

Leading & Developing- Enables the Performance of Others



Personal attributes

Ability to communicate at all levels, present and influence

Excellent verbal and written communication skills.

Full knowledge of the sales process and ability to deliver

Experience in delivering client focused solutions based on customer needs

Ability to manage multiple projects whilst attention to detail.

Proven sales ability

Target orientated

Committed to task completion



Benefits: 25 day’s holiday + bank holidays, Employer pension contribution, 2% salary to spend on a variety of benefits after one year’s service, HealthShield ( health care scheme), Free Parking, FREE OFFICE FRUIT, On site therapies, Wellbeing scheme

To apply for the position please send your CV to

OTHER: All applicants must live in the UK and be eligible to work in the UK.

No terminology in this advert is intended to discriminate on the grounds of age, and we confirm that we will gladly accept applications from persons of any age for this role




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