Senior Accountant, Insurance Job at Daley and Associates (Bedford)

Senior Enterprise Account Executive - Insurance

At hx, our Sales function is driving exceptional growth and proving that complex...

Location

United States , New York

Salary:

320000.00 - 360000.00 USD / Year

hyperexponential

Expiration Date

Until further notice

Requirements

Deep familiarity with the insurance world - whether through selling into major carriers, partnering with brokers or MGAs, or working in a related tech or data business. You understand how insurers think, buy, and change.
Exceptional communication and demonstration skills that bring complex technology to life for diverse audiences. You translate technical capability into business value that resonates and drives decision-making.
Consistently exceeded a $2 million sales quota through curiosity, persistence, and the courage to pursue opportunities others might abandon.
Strong experience with strategic sales methodologies like MEDDICC and Challenger, using them to navigate ambiguity and create value through every conversation with sophisticated clients.
Natural ownership mentality with an instinct for taking initiative and seeing what needs doing before being asked.
Collaborative approach across technical and commercial teams.

Job Responsibility

Own your territory by developing and executing a strategic sales plan to achieve around $2.5m in revenue.
Become a trusted advisor to senior decision-makers, including C-Suite executives.
Navigate complexity with precision by qualifying opportunities that can close within 9-12 months.
Orchestrate brilliance across our pre-sales engineers and professional services teams.
Build and sustain momentum by generating and advancing a healthy pipeline of opportunities.
Shape the future by representing hx at industry events.

What we offer

Top-spec equipment (laptop, screens, adjustable desks, etc.).
Regular hackathons, lunch & learns, and socials, both remote and in-person.
Team breakfasts and lunches, fully stocked snacks and drinks, and a fun, creative office at WeWork - 500, 7th Avenue.
Access to cutting-edge AI tools and experimentation budget.

Fulltime

Senior Commercial Account Handler

As a Senior Commercial Account Handler, you will play a crucial role in providin...

Location

United Kingdom , London

Salary:

40000.00 - 50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience in a similar role with comprehensive knowledge of insurance classes
Strong interpersonal skills and excellent communication abilities, particularly proficient over the phone
Capability to work efficiently under pressure and adeptly prioritize workload
Excellent planning, organizational, and time management proficiencies
Demonstrated ability as a team player with a determined drive to succeed
Possession of negotiation skills
Consistently operates compliantly with a sound understanding of regulatory requirements
IT literate with proficiency in client systems and Microsoft packages
Ideally qualified to Cert CII level or willing to attain this with support from the business
Past familiarity with the Acturis computer system preferred (not mandatory)

Job Responsibility

Efficiently manage and administer a commercial insurance portfolio, ensuring meticulous compliance and cost-effectiveness in all transactions
Proactively identify and convert growth opportunities through referrals, cross-selling, new client acquisition, and proactive sales initiatives, driving business expansion
Cultivate strong relationships with clients, insurers, and service providers, fostering trust and collaboration to deliver exceptional service
Collaborate closely with colleagues within a team environment, leveraging collective expertise for the benefit of clients and the business
Provide new business quotations promptly, offering relevant advice, information, and guidance to clients
Promptly execute client instructions, ensuring timely commencement of cover, completion of paperwork, premium collection, and accurate record-keeping
Work with Account Executives to strategise renewal approaches, identify cross-sale opportunities, and negotiate with underwriters for optimal client outcomes
Offer timely renewals of existing client policies with current or new insurers as appropriate, conducting thorough document checks and diary management
Maintain up-to-date client records on the company’s electronic filing system, adhering to data protection regulations
Identify, plan, and achieve cross-sale opportunities while providing risk management advice and prevention information to clients, collaborating with insurers

What we offer

Company Pension Scheme
Private Medical Insurance
Income Protection
Plus many more

Fulltime

Senior Corporate Account Handler

We are working with an established Lloyds Broker within their Commercial team ba...

Location

United Kingdom , Suffolk

Salary:

40000.00 - 50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A minimum of 3+ years’ experience in large commercial or corporate insurance
Demonstrated ability to manage premiums over £100k
Broad cross-class commercial insurance knowledge
Proven client relationship management skills
Strong negotiation and communication abilities
Excellent organisational skills with attention to detail
Confident in managing full client portfolios
Acturis knowledge is an advantage but not essential

Job Responsibility

Assist with managing a portfolio of mid-to-large corporate accounts with premiums from £100k to £3million
Specialise across Retail, Leisure & Hospitality sectors
Work closely with Account Executives to deliver exceptional client service
Attend client meetings and maintain strong relationships
Manage both new business and renewals effectively
Oversee full client accounts, ensuring accuracy and service excellence
Liaise with underwriters and insurers to negotiate terms
Provide advice and support across multiple commercial classes
Collaborate with the wider corporate team to meet targets and drive growth

Fulltime

Senior Account Executive

Lawes are working exclusively with a well-established and expanding Insurance Br...

Location

United Kingdom , Buckinghamshire

Salary:

45000.00 - 60000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven background in managing commercial clients within a professional services environment
Track record of business development and client retention
Experience of working with a broad range of industry sectors
Understanding of compliance, governance, and industry regulations
Strong interpersonal and relationship-building abilities
Excellent communication, negotiation, and presentation skills
Ability to manage multiple priorities and deadlines effectively
Commercially astute with a proactive, solutions-focused mindset
Competence with industry systems (Acturis experience advantageous)
Professional qualifications (CII/ACII) desirable

Job Responsibility

Act as a trusted advisor to clients, understanding their needs and providing tailored solutions
Manage a portfolio of clients, overseeing renewals, adjustments and day-to-day servicing
Identify opportunities for growth, both within existing accounts and through new business development
Maintain compliance with industry standards and regulatory requirements
Support and contribute to a collaborative team environment
Meeting with clients across Buckinghamshire, London and the Home Counties
Handling client queries and providing timely, professional advice
Preparing and presenting renewal terms and recommendations
Monitoring market developments to ensure clients receive the most suitable solutions
Supporting junior colleagues and sharing technical knowledge

Fulltime

Senior Account Manager

As the nation's leading health solutions company, we reach millions of Americans...

Location

United States

Salary:

54300.00 - 145860.00 USD / Year

CVS Health

Expiration Date

February 04, 2026

Requirements

Health Insurance license in resident state or become licensed within 90 days of hire date
A minimum of 4 to 5 years Account Management experience in the healthcare industry, with a preference for Professional Employer Organization experience
Adept at execution and delivery(planning, delivering and supporting) skills
Adept at problem solving and decision making skills
Adept at collaboration and teamwork
Adept at attention to detail
Adept at presenting in person or virtually
Adept at engaging with the C-suite
Willing to travel up to 10-15% annually
Bachelor's degree preferred/specialized training/relevant professional qualifications, or equivalent work experience

Job Responsibility

Implement processes for sales, account management, and business retention operations for organizational product and services for the Professional Employer Organization book of business
Responsible for internal and external communication and downstream system execution to transmit renewals, structural and benefit changes
Work in collaboration with the Account Executive on the plan sponsor relationship, renewal decisions and strategic direction
Stay up to date with annual PEO portfolio changes, maintaining accurate plan grids
Meet PEO timeline by updating all PEO operational transaction items including the final plan grid, SBC's, Large Group Intake Tool, ID card reviews, etc
Works closely with the internal Plan Sponsor Services team and participates on implementation calls to ensure all deliverables are on target
Responsible for ensuring annual items such as MA MCC testing is in compliance with our fully insured plan offerings
Involved in escalated member or plan sponsor issues
Involved in preparing/conducting in person and virtual plan sponsor trainings as needed working in collaboration with the PEO Client Benefit Educator
Mentorship opportunities with less tenured account management team members

What we offer

Affordable medical plan options
401(k) plan with matching company contributions
Employee stock purchase plan
No-cost wellness screenings
Tobacco cessation and weight management programs
Confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave
Dependent care resources

Fulltime

!

Senior Insurance Business Analyst

The Senior Insurance Business Analyst is responsible for delivering rapid, value...

Location

United Kingdom , London

Salary:

Not provided

Novidea

Expiration Date

Until further notice

Requirements

Extensive experience and understanding of the UK insurance market, specifically from a Broker/MGA point of view
Experience in IBA is a must (Insurance Broker Accounting)
Experience at a software house or with vendors, working with development teams
Foundational understanding of the policy lifecycle: quoting, underwriting, and policy administration and renewals
Experience with at least one of the following Policy Administration Systems, IBA Systems, Claims Management Systems, etc.
Considerable understanding of insurance accounting and finance, including the concepts of double-entry bookkeeping, ledgers, postings, cash management, allocations, payment processes, credit control tasks, etc.
Experience working on designing and architecting Insurance Services solutions while working closely with implementation teams, using agile development techniques
Considerable experience with various activities across the software lifecycle, including design, documentation writing, development processes, requirements, and architecture
Team player attitude
Excellent written and oral communication skills with ability to communicate effectively with both clients and offshore development teams

Job Responsibility

Serve as Subject Matter Expert (SME)/specialist for Insurance Broker Accounting (IBA) and finance
Serve as mentor to more junior BAs on projects
Manage the planning of requirement workshops and other project meetings
Facilitate requirements gathering workshops with clients and third parties
Define application problems gathered from clients and partners
evaluate procedures and processes to identify alternative workflow solutions
Document business requirements through specifications, user stories, business process diagrams (BPD), etc.
Perform gap analysis via industry and platform expertise
Control solutions by establishing specifications
coordinating production with programmers