Thomas Carroll Group plc
SME Account Executive
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Who we are
We believe that success is built on strong relationships and a personal touch. As an employee-owned business, we take pride in going above and beyond for our clients. We aren’t just risk managers; we’re trusted advisers who are genuinely invested in the success of the businesses and individuals we work with. Our approach is simple: we’re here to protect what matters most to our clients, offering a full range of risk management solutions that provide peace of mind and security.
We’ve been providing expert guidance for nearly five decades and continue to grow by maintaining our commitment to delivering personal service, building lasting relationships and keeping our clients at the heart of everything we do.
Job description
- 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
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Desirable Experience:
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- 3+ years experience in insurance
- CII Certificate in Insurance
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