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Course Overview

An insurance account manager’s profession is a challenging, yet financially rewarding career. Insurance account managers are responsible for developing business accounts, promoting existing insurance products and work toward increasing the company’s sales.

If you are interested in a career in the insurance industry as an insurance account manager, this course is the perfect guide for you.

This Insurance Account Manager Course will educate you on the fundamental aspects of insurance, how it works and about the who, what, risks and insurance claims. The course discusses different types of insurance, their functions and benefits. Furthermore, you explore different techniques professionals use to generate lead and turn them into sales. You will also learn about the elements and clauses of an insurance contract.

In addition to that, you will get an overview of the insurance industry in the UK. By the end of this course, you will have a comprehensive knowledge and the skills required to succeed as an Insurance account manager.

Key Topics to Be Covered

  • The basic elements and nature of an insurance management
  • Primary and ancillary functions and benefits of Insurance
  • The roles and responsibilities of an insurance account manager
  • Elements and clauses of the insurance contract
  • The four main types of insurance
  • An overview of the Insurance Industry in the UK
  • Risk management: The STARR system.
  • The law of large numbers and how it works.
  • Insurability criteria assessment
  • Skills and qualifications of a successful insurance account manager.

Learning Outcomes

  • Learn about the basic principles and practices of insurance management
  • Understand how insurance works
  • Get a full overview of the UK insurance industry
  • Discover different types of risks involved and how to address them.
  • Learn the five basic ways to deal with risk
  • Learn about different types of insurance and their benefits.
  • Understand different aspects of life, health, business and vehicle insurance
  • Find out the elements and clauses of an insurance contract.
  • Explore the essential skills required to become an insurance account manager.
  • Gain an integrated view of insurance account management and how it can be best practised.

Your Path to Success

This Insurance Account Manager Course will equip you with the knowledge and skills to help you prepare for a role in the insurance industry. This course will also broaden your knowledge of the functional and financial aspects of insurance in the UK.

You will be equipped with various strategies and tools to enable you to become better prepared and efficient in an insurance account management role. If you’re looking to advance your career to a senior role in the insurance industry, this course will stand you in good stead for the future.

Skills You Will Gain

  • Insurance management
  • Contract management
  • Sales management
  • Marketing skill
  • Leadership
  • Financial skill
  • Risk management skill

Is this Insurance Account Manager Right for You?

This course is perfect for anyone who wants to have a better understanding of the fundamental aspects of insurance account management. It is great for any individuals who want to move into a sales and marketing role in the insurance industry.

This comprehensive guide is also great for business managers, financial advisors and practising insurance account managers, who have some practical knowledge but lack theoretical understanding. The CPD Accredited Certification will boost your resume to help you stand out to prospective employers or clients.

There are no specific requirements to enrol in this course and to help you learn at your own schedule, this course is fully accessible from any internet-enabled smart device.


Upon passing the course, you will receive proper certification that is accredited by IAO and CPD and universally accepted. You can order your certificate at a cost of £10 for PDF and £29 for hardcopy certificate or both for £39.

Course Curriculum

Insurance Account Manager
Module 1: Introduction 00:10:00
Module 2: An Overview of the Insurance Industry in the UK 00:30:00
Module 3: Basics of Insurance 00:15:00
Module 4: Principles and Practices of Insurance 00:25:00
Module 5: Insurance Contract: Elements and Clauses of Insurance Contract 01:00:00
Module 6: Home Insurance 00:25:00
Module 7: Life and Health Insurance 00:30:00
Module 8: Business Insurance 00:15:00
Module 9: Vehicle Insurance 00:10:00
Module 10: Human Behaviour in Insurance 00:25:00
Module 11: Essential Skills for the Insurance Account Manager and Broker 00:30:00
Module 12: Underwriting Essentials 00:25:00
Module 13: Insurance Fraud 00:15:00


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Insurance Account Manager