Insurance Account Executive

3 months ago

Stroud, United Kingdom McCabe & Barton Full time

Private Medical – Account Administration - Client Support – Policy Renewals – Pricing – Hybrid Working (3/2) – Stroud - £35k - £45 + Bonus & Benefits

My client, a boutique Insurance Broker is looking for an experience Account Executive / Account Handler to join their ever-growing business to support the Account Manager with their impressive global private and business client network. The ideal candidate will come from a Private Medical insurance background with experience of tailoring Insurance product offerings to the needs of individual and businesses customers.

Key Responsibilities:

  • Daily Administration: Manage clients’ insurance needs, including handling enquiries, renewals, mid-term adjustments, obtaining quotations, and processing invoices.
  • Client Advisory: Provide expert advice to clients, ensuring they secure appropriate coverage at competitive premiums.
  • New Business and Renewals: Handle new business inquiries, renewals, and mid-term adjustments in accordance with company terms and conditions.
  • Insurer Liaison: Work closely with insurers to negotiate terms and ensure a smooth renewal process.
  • Documentation: Prepare and issue accurate renewal documentation in line with contract certainty, and maintain precise records within the Broker Systems
  • Premium Collection: Ensure timely collection of premiums before the commencement of cover.

Qualifications & Skills:

  • Experience in Private Medical insurance.
  • Understanding of the insurer markets and proficiency with IT / Broker systems
  • Negotiation, broking, and client service skills.
  • Ability to prioritise, meet deadlines, and handle work accurately under pressure.
  • Strong communication skills.

This role offers the opportunity to develop within a supportive environment, with a focus on personal growth and professional development through continuous learning and in-house training.

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