Insurance account manager

relationship manager insurance sales executive affinity account manager broker consultant
Financial services

Career outlook for insurance account manager

UK Salary Ranges





Currently employed in Scotland


Salary information is provided by the "National Careers Service". "Oxford Economics" supplies job forecasts and employment figures. Due to COVID-19 the jobs market is constantly changing. Some of the information may not reflect the current situation.

What's it like?

You would promote your company’s insurance products to the advisers and agents who give people financial advice.

You would increase the sales of your company’s insurance policies, trying to meet your sales targets. You’d specialise in one particular area such as life assurance or corporate insurance.

When you persuade an agent - an insurance broker or an independent financial adviser - to sell your policies to their customers they would become one of your business accounts. You’d look after several business accounts at one time.

You would:

  • Build good working relationships with brokers and other agents
  • Promote new insurance products
  • Set up meetings to get new business accounts and lead the presentation - called a ‘pitch’
  • Work with your company’s insurance underwriters to adapt policies
  • Set up teams for handling claims and giving contact centre support for new policies
  • Develop marketing materials
  • Monitor sales performance by the agents
  • Give advice to agents on existing products
  • Make sure that the agents meet strict financial services industry rules

You’d need to be confident and persuasive, and enjoy making sales and negotiating.

Working conditions


You will typically work standard office hours Monday to Friday. There will also be times when you need to be flexible with your time as you may need to travel. You may also need to meet with existing and potential clients in the evenings.


You will normally be office-based, although it is also possible to work from home.​​


You may need to travel to meetings.

UK employment status





Self employed


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Here are some of the skills needed for this job. Sign in to see how your skills match up.

  • Building relationships
  • Verbal communication
  • Written communication
  • Working with numbers
  • Researching
  • Attention to detail
  • Developing a plan
  • Negotiating

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Foundation Apprenticeships

Choosing a Foundation Apprenticeship as one of your subjects in S5 and S6 can help you get a head start with this type of job.

You'll get an SCQF level 6 qualification (the same level as a Higher) plus valuable work placement experience and skills you can't learn in a classroom.

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You would need qualifications at SCQF levels 4 to 6 or relevant work-based qualifications such as Modern Apprenticeship in Providing Financial Services (SVQ level 2/3).

A relevant Higher National Certificate (SCQF level 7), Higher National Diploma (SCQF level 8), or a degree (SCQF level 9/10) is usually required to gain access to graduate training schemes.

You can apply for graduate training programmes with a degree in any subject but qualifications with a numerate, finance, business and/or legal focus may be particularly helpful. 

Useful subjects

  • English (required by most courses and employers)
  • Maths (required by most courses and employers)
  • Accounts
  • Economics
  • Business subjects
  • ICT subjects 

You will also need

Once in the job, in order to sell financial products you must hold a Certificate or Diploma in Financial Planning awarded by the Chartered Insurance Institute (CII) or an equivalent.  

Some employers may require you to work towards Technical Modern Apprenticeship (SVQ Level 4) in insurance once in the job.