Strategic SME Insurance 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

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.