SME Account Executive

Job Title: SME Account Executive

Location: South Wales

Salary: Circa £30,000 – £32,000, with flexibility for the right candidate

Benefits: Annual tax-free EOT bonus subject to profits, annual performance incentive, funded CII courses and exams

About the Company:

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.

Role Summary:

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.

Key Responsibilities:

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• Manage an existing SME portfolio: Gain real ownership of client relationships and outcomes across a broad range of SME risks
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• Run the full policy lifecycle: Build technical depth by handling new business, MTAs, policy documentation and renewals from start to finish
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• Take responsibility for administration and debt chasing: Develop strong commercial control and visibility over service standards without relying on admin support
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• Deliver retention and growth targets: Increase your impact through cross-sell, upsell and account development activity
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• Handle warm inbound new business leads: Focus on quality advice and conversion rather than cold calling or client visits
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• Work towards professional development: Benefit from funded CII support, study days, tutor input and pass-related rewards
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Requirements:

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• Strong understanding of the SME commercial insurance policy cycle
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• Experience handling SME risks, ideally including premiums up to around £10,000
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• Confidence managing cases from start to finish, including documentation, MTAs, renewals and debt chasing
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• Good knowledge of commercial insurance products relevant to SME clients
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• Ability to manage a desk-based portfolio with strong organisation and attention to detail
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• Open to broker or insurer backgrounds, provided there is a clear understanding of the full policy lifecycle
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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.

Related Job Titles: SME Account Executive, Commercial Account Handler, SME Insurance Executive, Commercial Insurance Advisor, Commercial Account Broker