At a Glance
- Tasks: Take ownership of client portfolios and manage the full client journey.
- Company: Established independent insurance broker in South Wales with a focus on growth.
- Benefits: Hybrid working, bonus scheme, performance incentives, and impactful contributions.
- Other info: Join a diverse team committed to inclusion and equitable pathways.
- Why this job: Enjoy autonomy and responsibility while building long-term client relationships.
- Qualifications: Experience managing SME commercial insurance clients is essential.
The predicted salary is between 54000 - 66000 £ per year.
If you're an SME Account Executive looking for a role where you can genuinely take ownership of your clients and portfolio, this could be the opportunity you've been waiting for.
I'm working with a well-established independent insurance broker in South Wales that is looking to appoint an SME Account Executive to join its growing team.
This is a desk-based role where you'll manage the full client journey, giving you complete ownership of your portfolio from day one.
You'll be responsible for handling incoming new business enquiries, placing cover, processing mid-term adjustments, managing renewals, debt chasing and providing ongoing support to your clients.
With no dedicated administration support, you'll have full control over your accounts and the opportunity to build long-term client relationships.
You'll inherit an established portfolio across approximately 400 SME clients, covering a diverse range of businesses including property owners, trades, shops and offices.
There is also plenty of scope to grow the portfolio through cross-selling, upselling and converting incoming new business enquiries, making this an excellent opportunity for someone who enjoys developing existing relationships as well as identifying new opportunities.
In return, you'll benefit from hybrid working, a bonus scheme linked to portfolio growth, an additional performance-related incentive and the opportunity to join a respected independent broker where your contribution will have a real impact.
If you have experience managing SME commercial insurance clients and are looking for a role that offers autonomy, responsibility and genuine opportunities to grow, I'd be delighted to tell you more.
Get in touch for a confidential conversation.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
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SME Account Executive in Cardiff employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land SME Account Executive in Cardiff
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like IDEX Consulting). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like IDEX Consulting. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace SME Account Executive in Cardiff
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at IDEX Consulting.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at IDEX Consulting. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at IDEX Consulting to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at IDEX Consulting, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding IDEX Consulting's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
