Telephone Account Manager

Permanent Zurich in Banking, Insurance, Finance Email Job
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Job Description

Job title: Telephone Account Manager (P/T, job-share or F/T)

Location: Cardiff
Salary: £19,000 to £25,000 depending on experience
The opportunity: 

A new opportunity has arisen within Retail Sales and Distribution for Telephone Account Managers within our Cardiff office.


In order to achieve broker development and Retail targets, you will create, develop and manage a panel of brokers.

With use of strong sales techniques you will deliver profitable growth across the regional broker landscape across all Retail lines of business.


This role is available part-time, job-share or full time. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time.

Key Responsibilities:
  • Develop and grow profitable relationships with small to medium broker businesses through establishing relationships, challenging broker to think about robust processes to deliver better client outcomes.
  • Take to market retail insights to offer a differentiated way to improve outcomes for advisers and customers, this will be achieved via the telephone to support the overall Distribution strategy.
  • Challenge the thinking of principals and business owners as to how they add value to clients by developing and maintaining a deep knowledge of how small to medium advisory businesses operate.
  • Discuss and highlight the sales propositional features, predominantly using remote distribution methods, in a solution led way that adds value to process, b2b and customer outcomes. Differentiate the proposition for individualised scenario so new and existing customer needs are met.
  • Build and manage relationships with brokers in order to achieve financial and operational sales targets.
  • Be at the leading edge of understanding the brokering market and industry developments, providing brokers with regular market insights which can add value to their business.
  • Operate a robust sales process and demonstrate an in-depth understanding of the sales model to effectively account manage existing relationships and to deliver new business growth.
Your skills and experience: 
  • Good understanding of the Intermediary marketplace, competitors, as well as Intermediary business models, technology and processes.
  • Good knowledge of FCA & governance responsibilities.
  • Ability to deliver a consultative sales process with intermediaries and be able to consult with them about their current and future business needs and integrate Zurich Proposition.
  • Adapts communication style to the individual needs of intermediaries.
  • Able to network and successfully build relationships via remote media and face-to-face contact and be able to demonstrate consultative engagement.
  • Have effective personal and business organisational and planning skills with a proven ability to think creatively and to innovate.
  • Be self-motivated, goal orientated and resilient in a highly pressured environment.
The reward:

As well as a competitive salary we also offer an excellent lifestyle benefits package which includes – 

  • 12% Non Contributory pension scheme
  • Annual company bonuses
  • 25 days holiday plus an additional 3 volunteering days
  • Private medical cover
  • Discounted gym membership,
  • Discounted gadget insurance
  • Discounted technology offers
  • Virtual GP appointments
  • Plus much more!

At Zurich we will consider requests for flexible working on hiring.  Many of our employees work flexibly in many different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours.  Please talk to us at interview about the flexibility you may need.

Who we are:

With about 55,000 employees serving customers in more than 170 countries we aspire to become the best global insurer as measured by our shareholders, customers and employees. If you’re interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions – then Zurich could be just the place for you. The success of our business is built on the contributions of our highly talented employees – people who work every day to position us at the forefront of the insurance industry. We therefore look to hire great people and we encourage those people to give their best.


You’ll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.

Further information:

At Zurich, we aim to have a diverse mix of employees that reflects our customers and the communities in which we live and work. Our diversity and inclusion initiatives are shaping an environment where everyone feels welcome, regardless of age, sex, gender identity, race, religion or belief, disability, sexual orientation, marriage/civil partnership, pregnancy/parental and mental health status. Our approach ensures that Zurich is a place that values different opinions, respects personal needs, and provides equal opportunities for all. We are committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities. Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity through the Zurich Community Trust.


So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.



Primary Location

 United Kingdom-Wales-Cardiff 




 Yes, 5 % of the Time 

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