SME Account Executive

Hollybank Trustees Ltd; Caerphilly; Hybrid; GBP 40,000 - 56,000; Full time

Job summary

Hollybank Trustees Ltd in Caerphilly operates a hybrid role in the insurance broking sector. The role focuses on developing client accounts to targets, handling new business enquiries, renewals and mid-term adjustments, and presenting submissions to insurers and suppliers.

You will negotiate terms, analyse market data, and manage client reviews while building strong relationships with insurers and clients. The position requires 3+ years in insurance and a CII Certificate in Insurance.

Qualifications

• 3+ years experience in insurance.
• Ability to prepare presentations and submissions to insurers.
• Experience in broking processes and policy terms.

Responsibilities

• 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

Skills

Insurance experience

Client relationships

Negotiation

Quotations

Education

CII Certificate in Insurance

Job description

Location: Hybrid / Caerphilly, UK
job type: Permanent / Full-time
Sector and subsector: Insurance | General Insurance
Salary: Competitive salary

• 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