Sme Account Executive

Thomas Carroll; Caerphilly; On-site; GBP 30,000 - 46,000; Full time

Job summary

Thomas Carroll is seeking an SME Account Executive in Caerphilly, Wales, to develop and grow client accounts, gather information for new business, renewals, and mid-term adjustments.

You will prepare presentations to insurers, negotiate terms, and manage risk broking to insurers. The role requires strong relationship skills and awareness of FCA procedures in a busy brokerage environment.

Qualifications

• 3+ years of experience in insurance.
• Ability to negotiate terms and manage client accounts.
• Knowledge of FCA requirements and Thomas Carroll procedures.

Responsibilities

• Development and growth of an account of clients to predetermined targets.
• Interact with prospects and clients to collect information on new business enquiries, renewals and mid-term adjustments.
• Prepare presentations and submissions to insurers and suppliers.
• Oversee the broking of risks to insurers and suppliers.
• Negotiate policy terms, conditions, premium and income.
• Review market results and research to make insurer/product recommendations.

Skills

Insurance industry experience

Client relationship management

Education

CII Certificate in Insurance

Job description

• Development and growth of an account of clients to predetermined targets
• Interaction with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments
• Preparation of presentations and submissions to insurers and suppliers
• Overseeing the broking of risks to insurers and suppliers
• Negotiate policy terms, conditions, premium and income
• Review market results, analyse information gathered and undertake sufficient research, to make suitable insurer and product recommendations and demonstrate competency by explaining the extent of cover
• Production and presentation of new business quotation and renewal terms
• Conduct periodic reviews with clients to review their needs
• Attendance at insurer survey, meetings with loss adjuster or other service providers to manage the client account
• Provide advice to clients and prospects on an ongoing basis in respect of current insurance policies and additional insurance products for consideration
• Arrange cover to comply with the client instructions
• Process new business, renewal and mid-term adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures
• Check all documentation for accuracy before issuing to clients or appropriate parties
• Review management information and reports as necessary, ensuring that the appropriate action is taken
• Debt management work to ensure premiums and fees are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debts
• Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts
• Maintain accurate client and prospect records
• Build good working relationships with insurers, clients and prospects
• Advise line manager of any current, potential or perceived problems with insurer markets or service providers
• Assist colleagues in the completion of their duties
• Direct leads to other companies within the Thomas, Carroll Group
• Undertake and participate in work related projects as requested
• 3+ years experience in insurance
• CII Certificate in Insurance

SME Account Executive Caerphilly, Wales, GB