SME Account Executive

Thomas Carroll Group plc; Caerphilly; On-site; GBP 25,000 - 45,000; Full time

Job summary

Thomas Carroll Group plc in the United Kingdom seeks an insurance account handler to develop and manage client portfolios to target levels. You will interact with prospects and clients to gather information for new business, renewals and mid-term adjustments, and prepare submissions to insurers.

You will oversee the broking of risks, negotiate terms, and provide ongoing advice to clients while ensuring accurate documentation and FCA-compliant processes.

Qualifications

• 3+ years experience in insurance.
• CII Certificate in Insurance preferred.

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
• Desirable Experience: 3+ years experience in insurance
• Desirable Experience: CII Certificate in Insurance

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

Desirable Experience:

• 3+ years experience in insurance
• CII Certificate in Insurance