HNW/Private Clients Account Executive

Are you ready to elevate your career as part of a high-performing team of expert HNW Account Executives? You will be joining a dynamic, ambitious, and supportive team, where you will thrive, delivering exceptional service and driving success for your valued clients.

With your current/previous experience in handling a book of private clients/HNW clients, you will be working on a hybrid basis, ideally 2 days in their modern Guildford office and 3 from home combining the flexibility for work-life balance.

Your responsibilities include-

• Take ownership of your financial metrics- including lapse rates, MTAs, retention and new business.
• Assist Team Leaders/Managers by preparing monthly management information.
• Offer technical expertise and guidance to support team development and knowledge-sharing.
• Evaluate clients' and prospects' insurance needs and risks, developing tailored solutions whenever possible.
• Ensure compliance with industry standards, company policies, and regulatory requirements.

To be successful in this role, you will have-

• Comprehensive knowledge of the client market and a well-established network within the insurance industry, ideally in the personal lines looking to transition to HNW or 3- 5 years of Private Client handling.
• Demonstrated diligence in managing administrative tasks, policy documentation, and process compliance.
• Proven ability to drive new business opportunities through outstanding communication, cross-selling and interpersonal skills.
• Ability to maintain exceptional accuracy and attention to detail.
• Cert CII or above qualification (desirable).

In addition to a highly competitive salary and a healthy discretionary bonus, you can expect outstanding benefits, including great holiday entitlement, access to share incentives, pension, and life assurance schemes. There are multiple further flexi benefits that you can tailor around your personal needs (such as season ticket allowance and gym membership).

You’ll be able to prove your Rights to Work in the UK and successfully pass an enhanced DBS. Finally, you will need to be fully proficient in MS Office.

Please apply for the role by submitting your most up-to-date CV. 

At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we’re looking for in this or other roles.