SME Account Executive (Renewals or New Business)

JMG Group; Newcastle upon Tyne; Presencial; GBP 32.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free parking

Company Pension scheme

Generous holiday entitlement

Descripción de la vacante

JMG Group is seeking an SME Client Account Manager in Newcastle upon Tyne. You will drive revenue growth, ensure profitability and maintain FCA compliance while delivering consultative service tailored to SME clients.

Key duties include relationship management, renewal planning, high-quality handling of new business, renewals, mid-term adjustments, claims and premium finance, with focus on accuracy and client-insurer collaboration.

Formación

• Experience as an Account Handler within a broker environment.
• Working knowledge of commercial insurance products.
• Experience delivering FCA-compliant work.
• IT skills with an insurance IT system (ideally Acturis).
• Ability to work accurately and deliver high-quality work.
• Exemplary customer service with strong client-insurer relationships.
• Regulatory and compliance awareness.
• Willingness to work towards Cert CII or hold qualifications.

Responsabilidades

• Client Relationship Management – exceptional service and tailored SME support.
• Strategic Planning & Collaboration – plan and triage renewals, streamline processes, share best practices.
• Ensure accuracy, efficiency and professionalism with clients and insurers; handle New Business, Renewals, mid-term adjustments, Claims, queries and premium finance arrangements.
• Ensure FCA compliance and adherence to Conduct Policies and Best Practice.
• Promote exceptional customer care standards.
• Develop and maintain professional relationships with clients and provide expert product guidance.
• Actively secure renewal business by re-broking to present the most suitable cover.

Conocimientos

Account handling

FCA compliance

Insurance products

Acturis

Accuracy

Customer service

Regulatory awareness

Cert CII

Educación

Cert CII or equivalent

Herramientas

Acturis

Descripción del empleo

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 is a critical role focused 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 Polices 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.