Sme Account Executive

3 days ago

Newcastle upon Tyne, United Kingdom JMG Group Full time

JMG Group is a private equity-backed insurance brokerage, headquartered Leeds, with a strong and growing office presence across the UK. As a Top 30 broker with over 800 employees, we are experiencing rapid growth and continued success in the market.

We place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing, which are values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.

**The opportunity**

The JMG Group SME teams are handling an increasing number of larger, often PI-led risks. These clients frequently have more complex insurance needs, requiring a more tailored and involved broking approach. In some cases, this extends to Insurance Programme Management, Account Management, and broader Risk Management solutions.

This is a critical role focused on driving revenue growth, enhancing profitability, and maintaining full FCA compliance across all aspects of SME insurance. Our SME Client Account Executives play a key role in ensuring that clients receive a high-quality, consultative service tailored to their specific needs and risk profiles.

**Key Responsibilities**
- Client Relationship Management - Ensuring exceptional service and tailored support for SME clients.
- Strategic Planning & Collaboration - Engaging in regular planning and triage meetings with the leadership team to review upcoming renewals, streamline processes, and share best practices across the team.
- Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Claims, Queries and Premium Finance Arrangements.
- Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
- Always promoting exceptional customer care standards
- Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance
- Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover

**What We’re Looking For**

**To be successful in the role, you must have the following skills**
- Previous experience in an Insurance Handling role
- Working knowledge of most commercial insurance products
- Experience of working to high standards of FCA compliance
- I.T. skills including use of an insurance IT system, ideally Acturis
- Strong organisation skills
- The ability to work to a high level of accuracy
- Exemplary customer service skills with the ability to build solid relationships with clients and insurers
- Regulatory and compliance awareness
- Willingness to work towards Cert CII or already hold qualifications

**What we offer**
- Competitive salary commensurate with level of experience
- Hybrid working pattern (3:2 Office/Home)
- Free parking
- Company Pension scheme
- Generous holiday entitlement, including birthday day off
- Bupa Healthcare Cash Plan
- Life Assurance
- Quarterly Bonus
- Training and development; coaching and support.

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