Account Manager, Permanent Job, Isle of Man

A relationship focused Account Manager role supporting UK advisers and sales teams while shaping strong partnerships and consistent service delivery.

The Role

A hands on position supporting new business activity and acting as a trusted link between advisers sales and internal teams.

• Support Sales Teams and Advisers with new business applications in line with service standards


• Provide sales administration support to sales and regional offices


• Assist with product training for advisers and internal staff


• Act as a conduit between advisers their operations teams and the New Business Team to resolve queries and issues


• Operate as a subject matter expert on products open to new business


• Collaborate with Product Marketing to share feedback on product features and developments
• Support networking and marketing events both locally and off island
• Monitor sales activity and produce management information

About You

You bring strong product knowledge and a proactive approach to managing adviser relationships and competing priorities.

• Working knowledge of new business and operational processes for international investment and life insurance products


• Solid understanding of international investment and life insurance solutions


• Experience working with and supporting product distributors


• Strong problem solving capability with attention to detail


• Clear confident communication and presentation skills


• Ability to manage multiple work streams at the same time


• Knowledge of UK Trust and Estate Planning structures would be advantageous


• Knowledge of UK WRAP platforms and Discretionary Fund Managers would be advantageous

The Reward

• Opportunity to work closely with UK advisers and sales teams


• Inclusive working environment that values diverse backgrounds