SME Account Executive (Renewals)

JMG Group; Newcastle upon Tyne; On-site; GBP 28,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Free parking

Company Pension scheme

Generous holiday entitlement

Life Assurance

Quarterly Bonus

Training and development support

Job summary

A leading Insurance Broker in the UK is seeking an SME Account Executive focused on driving revenue growth and providing tailored service to SME clients. The role requires prior experience in account handling, strong knowledge of commercial insurance products, and exemplary customer service skills. You will manage client relationships, ensure FCA compliance, and actively secure renewal business. Excellent benefits include a competitive salary, free parking, and training support.

Qualifications

• Previous experience in an Account Handler role within a broker environment.
• Working knowledge of most commercial insurance products.
• Experience of working to high standards of FCA compliance.
• I.T. skills including use of an insurance IT system, ideally Acturis.
• The ability to work to a high level of accuracy.
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers.
• Regulatory and compliance awareness.
• Willingness to work towards Cert CII or already hold qualifications.

Responsibilities

• Manage client relationships ensuring exceptional service.
• Engage in strategic planning and meetings with leadership.
• Ensure compliance with FCA regulations in all business activities.
• Promote customer care standards and maintain professional relationships.
• Secure renewal business by re-broking existing business.
• Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance.
• Actively securing renewal business by re‑broking existing business to ensure the client is presented with the most suitable and cost‑effective cover.

Skills

Account Handler experience

Commercial insurance product knowledge

FCA compliance experience

I.T. skills (insurance IT systems)

High accuracy level

Customer service skills

Regulatory and compliance awareness

Cert CII willingness or qualifications

Education

Cert CII or equivalent

Tools

Acturis

Job description

SME Account Executive (Renewals)

Group Recruitment Partner - Hiring top talent for one of the UK’s leading Insurance Brokers

The JMG SME teams are handling an increasing number of larger, often PI‑led risks. These clients frequently have more complex insurance needs, requiring a more tailored and involved broking approach. In some cases, this extends to Insurance Programme Management, Account Management, and broader Risk Management solutions.

This critical role focuses on driving revenue growth, enhancing profitability, and maintaining full FCA compliance across all aspects of SME insurance. Our SME Client Account Managers play a key role in ensuring that clients receive a high‑quality, consultative service tailored to their specific needs and risk profiles.

Key Responsibilities

• Client Relationship Management – Ensuring exceptional service and tailored support for SME clients.
• Strategic Planning & Collaboration – Engaging in regular planning and triage meetings with the leadership team to review upcoming renewals, streamline processes, and share best practices across the team.
• Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer, and conducting high quality work in relation to; New Business, Renewals, Mid‑term adjustments, Claims, Queries and Premium Finance Arrangements.
• Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Policies and Guides to Best Practice.
• Always promoting exceptional customer care standards.
• Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance.
• Actively securing renewal business by re‑broking existing business to ensure the client is presented with the most suitable and cost‑effective cover.

What We’re Looking For

To be successful in the role, you must have the following skills

• Previous experience in an Account Handler role within a broker environment.
• Working knowledge of most commercial insurance products.
• Experience of working to high standards of FCA compliance.
• I.T. skills including use of an insurance IT system, ideally Acturis.
• The ability to work to a high level of accuracy.
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers.
• Regulatory and compliance awareness.
• Willingness to work towards Cert CII or already hold qualifications.

What we offer

• Competitive salary commensurate with level of experience.
• Free parking.
• Company Pension scheme.
• Generous holiday entitlement, including birthday day off.
• Life Assurance.
• Quarterly Bonus.
• Training and development; coaching and support.