JMG Group
SME Account Executive (Renewals)
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About the Role
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 Policies 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.
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What We’re Looking For
To be successful in the role, you must have the following skills:
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- 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.
- Strong organisation skills.
- 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.
- Hybrid working pattern (3:2 Office/Home).
- Free parking.
- Company Pension scheme.
- Generous holiday entitlement, including birthday day off.
- Bupa Healthcare Cash Plan.
- Life Assurance.
- Quarterly Bonus.
- Training and development; coaching and support.
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