Account Manager - SME
Core
Manage a mixed portfolio of SME clients across diverse industry segments including Construction, Manufacturing, and Property Owners to deliver insurance outcomes and risk transfer solutions.
Role type
Account Manager (SME)
Builds
Insurance policies and risk transfer solutions for SME clients
Domain
Insurance Broking / General Lines
Deliverable
client delivery
Required skills
General Lines insurance knowledge, client retention strategies, new business development, quoting and renewals, endorsements processing, premium calculations, report preparation, stakeholder collaboration
Preferred skills
Post Graduate/Diploma or Degree in Business/Finance/Commerce, Tier 1 Broking Compliance qualification
Technologies
None stated
Responsibilities
Manage all aspects of a large SME portfolio, deliver best possible outcomes for clients with focus on retention and revenue generation, provide excellent service and high-quality input to insurers including quoting renewals and processing amendments, prepare correspondence between clients and underwriters, update reports and calculate premiums
Seniority
Mid-level, hands-on IC