Insurance account manager : Entry requirements

Although this area is open to all graduates/diplomates, the following degree/HND subjects may be preferred by some employers:

• business/management;
• economics;
• statistics;
• mathematics.

A degree/HND is not an essential requirement as entry can be made at a lower-level position such as claims handler, sales administrator, junior account handler or call centre operator. The employee can then work their way up to the role of an account manager after a few years’ experience.

An exception to this kind of entry is for enrolment onto graduate training schemes where a good degree, usually a 2:1 or above, is the minimum requirement. Graduate trainees usually spend time gaining experience across all functions of the business before specialising in a certain area. This could be in sales, which can then lead on to account management roles.

Insurance account management is frequently a career development move from roles such as sales and broking, so applicants with previous relevant experience are generally welcomed.

Employers tend to greatly value personal qualities and tend to look for a balance between skills and academic results.

Candidates need to show evidence of the following:

• excellent communication and interpersonal skills;
• an interest in meeting new people and establishing close relationships;
• the ability to negotiate with and influence others, especially in pressurised sales situations;
• a capacity for inspiring clients' trust;
• good customer service skills;
• a results-driven approach in order to meet allocated targets each year;
• strong presentation skills;
• numeracy, especially the ability to analyse and interpret statistical data;
• attention to detail and the ability to keep accurate qualitative and quantitative records;
• integrity, sincerity and discretion;
• the ability to develop and deliver innovative ideas;
• commercial awareness and a keen interest in business;
• excellent time management skills and self-motivation;
• computer literacy;
• the ability to work as part of a team.

Gaining work experience in the insurance industry, or even in a related financial services sector, is of great help in gaining entry-level positions or places on graduate schemes. This could be achieved through a structured vacation scheme, part-time or temporary work or through work shadowing. Roles in a customer service centre that provide experience of dealing with clients can also be helpful.

For more information, see work experience and internships and search courses and research.