Thomas Carroll Group plc
SME Account Executive
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Role Overview
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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