Private Medical Insurance Account Executive

3 weeks ago


London, Greater London, United Kingdom McCabe & Barton Full time

Position: Insurance Broker / Account Executive

Sector: Private Medical Insurance

Role Overview: We are seeking a skilled Account Executive to enhance our client support services within a boutique insurance brokerage. The successful candidate will play a pivotal role in managing a diverse portfolio of private and business clients, ensuring tailored insurance solutions that meet their unique needs.

Key Responsibilities:

  • Daily Administration: Oversee clients' insurance requirements, addressing inquiries, managing renewals, processing mid-term adjustments, obtaining quotes, and handling invoicing.
  • Client Advisory: Deliver expert guidance to clients, ensuring they receive suitable coverage at competitive rates.
  • New Business and Renewals: Manage inquiries for new business, facilitate renewals, and execute mid-term adjustments in line with company policies.
  • Insurer Liaison: Collaborate closely with insurance providers to negotiate terms and streamline the renewal process.
  • Documentation: Prepare and distribute precise renewal documentation, maintaining compliance with contract certainty, and uphold meticulous records within the brokerage systems.
  • Premium Collection: Ensure the timely collection of premiums prior to the start of coverage.

Qualifications & Skills:

  • Proven experience in Private Medical Insurance.
  • Strong understanding of the insurance market and proficiency in IT/Broker systems.
  • Excellent negotiation, broking, and client service abilities.
  • Capability to prioritize tasks, meet deadlines, and maintain accuracy under pressure.
  • Exceptional communication skills.

This position offers a chance for professional growth within a nurturing environment, emphasizing personal development through ongoing training and learning opportunities.



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