Thomas Carroll Group plc
SME Account Executive
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SME Account Executive
Junior Insurance Broker
Key Responsibilities
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Account Growth & Development
- Drive the development and growth of an account of clients to meet predetermined targets
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Client & Prospect Interaction
- Engage with prospects and clients to gather and consolidate data for:
- New business enquiries
- Renewals
- Mid-term adjustments
- Engage with prospects and clients to gather and consolidate data for:
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Proposal & Submission Work
- Prepare presentations and submissions for submission to insurers and suppliers
- Oversee the broking of risks to insurers and suppliers
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Negotiation & Policy Management
- Negotiate policy terms, conditions, premiums, and income arrangements
- Review market results, collect and analyse client-related information to:
- Recommend suitable insurers and products
- Explain the extent of coverage to demonstrate competence
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Quotations & Renewals
- Create and present new business quotations and renewal terms
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Client Account Management
- Conduct periodic client reviews to assess and address evolving needs
- Attend:
- Technical insurer surveys
- Meetings with loss adjusters
- Engagement sessions with other service providers
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Client Advisory Services
- Offer ongoing advice on:
- Existing insurance policies
- Additional insurance products and considerations
- Offer ongoing advice on:
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Risk & Process Compliance
- Arrange cover in strict alignment with client instructions
- Process new business, renewals, and mid-term adjustments to comply with:
- FCA guidelines
- Thomas, Carroll Group procedures
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Documentation & Accuracy
- Verify all documents for accuracy before issue to clients or relevant parties
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Financial Administration & Debt Recovery
- Monitor debt management to ensure timely collection of premiums and fees
- Maintain transparent reporting of any bad debt risks to the line manager
- Advise the Finance Team on:
- Accounting queries
- Appropriate allocation of received funds
- Settlement of accounts
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Client & Prospect Records
- Maintain accurate and up-to-date records for clients and prospects
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Stakeholder Relationships
- Build strong working relationships with:
- Insurers
- Clients
- Prospects
- Build strong working relationships with:
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Risk Intelligence & Communication
- Alert the line manager to any current, perceived, or potential issues with:
- Insurer markets
- Service providers
- Alert the line manager to any current, perceived, or potential issues with:
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Collaborative Support & Lead Direction
- Assist colleagues in fulfilling their duties
- Redirect leads to other companies within the Thomas, Carroll Group
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Project Participation
- Engage in work-related projects as required by management
Desirable Experience
- 3+ years’ experience in insurance
- CII Certificate in Insurance
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