Account Manager

About the role

We are looking for an Account Manager to oversee a portfolio of individual insurance clients. The role involves proactive engagement, ensuring coverage needs are met and policies are renewed on time.

Key responsibilities

• Own and manage a portfolio of individual clients across multiple insurance product lines.
• Proactively engage with clients to review coverage needs and secure policy renewals.
• Identify cross‑selling and upselling opportunities and coordinate with the sales team.
• Handle client escalations and resolve complex issues with professionalism and urgency.
• Track and analyse client data to spot retention risks and growth opportunities.
• Build strong, trust‑based relationships that increase client lifetime value.
• Prepare regular performance reports and present portfolio updates to line management.
• Stay up to date with insurance products, regulations and market trends.

Required profile

• Strong communication and relationship‑building skills.
• Analytical mindset to interpret client data and identify risks.
• Ability to manage multiple client accounts simultaneously.
• Professional approach to handling escalations and complex issues.

Required skills