SME Client Account Manager- Commercial Insurance

Role:  SME Client Account Manager – Commercial Insurance

Location:  Guiseley, LS20

Salary:  £30,000pa - £40,000pa + bonus

Hours:  Monday – Friday 9am – 5pm

Hybrid: 2 days per week working from home (possibly 3 days after 6month probation period)

Our Client:

Our client is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 650+ employees and we are growing at significance pace following our MBO that took place in November 2020.

JMG Group place over £300m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and ‘doing the right thing’ is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success.

About the role:

Our clients 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.

To meet these evolving demands, we are establishing a specialist team within the SME Renewals function, consisting of 2–3 dedicated professionals. Recruitment for these roles will be open both internally and externally.

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 Managers play a key role in ensuring that clients receive a high-quality, consultative service tailored to their specific needs and risk profiles.

Key Responsibilities of the SME Client Account Manager:

• 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 Our client is Looking For:

To be successful in the role, you must have the following skills

• Previous experience in an Account Handler role within a broker environment
• 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’s on offer:

• Salary of £30,000pa - £40,000pa (depending on experience)
• Quarterly Bonus paid on retained business, paid quarterly ( ave £1,500 – £4,500 per year)
• Hybrid working pattern available – 2 days working from home
• Free parking
• Company Pension scheme
• 28 days holiday – including your birthday day off + bank holidays
• Bupa Healthcare Cash Plan
• Life Assurance
• Training and development; coaching and support.

For any applicants who currently work as an SME Account Exec, this role will attract an enhanced salary.