Overview
The Regional Account Manager is responsible for managing and growing relationships with an assigned panel of intermediated business partners, promoting our General Insurance products and propositions to achieve agreed premium, profit, and growth targets. The role works cross-functionally with teams such as marketing, sales, operations, IT and training to implement product, promotional and service solutions. A key focus is delivering excellent service, ensuring compliance, and representing the business professionally across the region.
Location
This role can be based in Manchester, Preston, Liverpool, or the South East, with regular travel required.
Key Responsibilities
* Manage and deliver a regional account plan, including a structured contact strategy and activity plan to drive account development, relationship management and product promotion.
* Grow market share and performance by delivering high standards of account management, including business reviews, planning sessions and regular engagement with partners.
* Build strong and influential relationships with key internal and external stakeholders to support growth objectives.
* Respond to and own presubmission queries, sales opportunities and business development requests from partners.
* Provide partners with clear, accurate and timely information to support their General Insurance sales and customer needs.
* Maintain strong knowledge of our own and competitor products, services and market trends to support effective discussions and account development.
* Contribute to project activity and represent the business at external events, conferences and forums.
* Ensure all activity is captured and maintained accurately within CRM tools such as Salesforce.
* Ensure full compliance with regulatory requirements and internal business standards.
Essential Skills and Experience
* Proven experience managing regional or national accounts, ideally within financial services or a related sector.
* Strong relationship management and stakeholder engagement skills, with excellent communication abilities.
* Commercial awareness and understanding of drivers of General Insurance performance.
* Ability to create structured account plans, analyse data and identify commercial opportunities.
* Strong time‑management skills and disciplined use of CRM and planning tools.
* Good understanding of regulatory requirements relating to General Insurance sales.
Desirable
* Experience working within the UK intermediary or broker market.
* Knowledge of General Insurance products and propositions.
* Degree‑level education or equivalent experience.
Targeted Profile
* A proactive, commercially minded individual who can identify opportunities and drive account performance.
* Someone who challenges existing practices constructively and suggests improvements.
* A strong team player who collaborates well with colleagues and contributes to shared goals.
* Someone who brings energy, resilience and a positive approach to partner management.
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