SME Account Executive
17 days ago
Caerphilly
Job Title: SME Account Executive \n Location: South Wales \n Salary: Circa £30,000 – £32,000, with flexibility for the right candidate \n Benefits: Annual tax-free EOT bonus subject to profits, annual performance incentive, funded CII courses and exams \n \n About the Company: \n A well-established, employee-owned insurance brokerage with a strong reputation across Wales and the wider South West. The business has built a stable, client-focused presence over many years, offering commercial insurance, risk management and wider professional services. It is a supportive and development-led environment, with clear backing for professional qualifications and long-term career growth. \n \n Role Summary: \n This is a desk-based SME Account Executive role, managing an existing portfolio of SME clients from start to finish. You will take ownership of the full policy lifecycle, including new business processing, mid-term adjustments, documentation, debt chasing and renewals. The role offers a strong balance of client ownership, warm inbound lead work, retention and growth targets, with support towards CII qualifications and hybrid working once probation is completed. \n \n Key Responsibilities: \n\n • Manage an existing SME portfolio: Gain real ownership of client relationships and outcomes across a broad range of SME risks\n, • Run the full policy lifecycle: Build technical depth by handling new business, MTAs, policy documentation and renewals from start to finish\n, • Take responsibility for administration and debt chasing: Develop strong commercial control and visibility over service standards without relying on admin support\n, • Deliver retention and growth targets: Increase your impact through cross-sell, upsell and account development activity\n, • Handle warm inbound new business leads: Focus on quality advice and conversion rather than cold calling or client visits\n, • Work towards professional development: Benefit from funded CII support, study days, tutor input and pass-related rewards\n\n \n Requirements: \n\n • Strong understanding of the SME commercial insurance policy cycle\n, • Experience handling SME risks, ideally including premiums up to around £10,000\n, • Confidence managing cases from start to finish, including documentation, MTAs, renewals and debt chasing\n, • Good knowledge of commercial insurance products relevant to SME clients\n, • Ability to manage a desk-based portfolio with strong organisation and attention to detail\n, • Open to broker or insurer backgrounds, provided there is a clear understanding of the full policy lifecycle\n\n \n If this role isn’t quite right, it’s still worth speaking to one of our specialist team - we may be working on something that hasn’t hit the market yet. \n \n Related Job Titles: SME Account Executive, Commercial Account Handler, SME Insurance Executive, Commercial Insurance Advisor, Commercial Account Broker