Account Executive SME
Core
Manage a small portfolio of SME commercial clients, providing expert insurance advice and coordinating the full policy lifecycle.
Role type
Account Executive (SME Commercial Insurance)
Builds
Commercial insurance policies for SME clients
Domain
Insurance / Broking
Deliverable
client delivery
Required skills
[SME insurance product knowledge, client relationship management, quotation preparation, renewal management, claims support, insurer negotiation, regulatory compliance]
Preferred skills
[Tier 1 Insurance Broking qualification]
Responsibilities
[Manage established SME commercial portfolio, build and maintain client relationships, manage full insurance cycle including renewals and new business, liaise with insurers for coverage and pricing, identify cross-selling and upselling opportunities, ensure accurate documentation and compliance]