SME Account Executive
Job in
Caerphilly, Caerphilly County, CF83, Wales, UK
Listed on 2026-09-12
Listing for:
Hollybank Trustees Ltd
Full Time
position Listed on 2026-09-12
Job specializations:
-
Insurance
Insurance Sales, Insurance Agent & Advisor, Property Insurance
Job Description & How to Apply Below
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
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