At a Glance
- Tasks: Grow client accounts, negotiate policies, and provide ongoing advice.
- Company: Join Thomas, Carroll, a leading insurance provider with a strong reputation.
- Benefits: Enjoy competitive pay, professional development, and a supportive work culture.
- Other info: Collaborate with a passionate team and participate in exciting projects.
- Why this job: Make an impact by helping clients navigate their insurance needs in a dynamic environment.
- Qualifications: 3+ years in commercial insurance and Cert CII qualified (or working towards).
The predicted salary is between 36000 - 60000 £ per year.
- 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
Desirable Experience:
- 3+ years experience in insurance
- CII Certificate in Insurance
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SME Account Executive in Caerphilly employer: Thomas Carroll Group plc
Thomas Carroll Group plc is an exceptional employer located in the vibrant town of Caerphilly, offering a dynamic work culture that prioritises employee development and collaboration. With a strong focus on building lasting client relationships, employees benefit from comprehensive training opportunities and a supportive environment that encourages professional growth. The company values its team members, providing them with the tools and resources needed to thrive in their roles while contributing to meaningful client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land SME Account Executive in Caerphilly
✨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 Thomas Carroll Group plc). 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 Thomas Carroll Group plc. 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 Caerphilly
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 Thomas Carroll Group plc.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Thomas Carroll Group plc. 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 Thomas Carroll Group plc
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Thomas Carroll Group plc 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 Thomas Carroll Group plc, 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 Thomas Carroll Group plc'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.
