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Job title: Private Client New Business Executive
Salary: £45,000
Location: London - A combination of office based and home based - flexibility to be discussed
OVERVIEW
A key opportunity has arisen with our client and we are seeking a dedicated and professional Private Client Executive to join their team. Reporting to the Managing Director, the successful candidate will be responsible for servicing and administering private client insurance while identifying opportunities to increase the company's insurance income.
RESPONSIBILITIES
- Manage and convert leads into sales
- Grow and maintain a book of clients by renewing policies and arranging client meetings
- Process instructions in a timely and efficient manner
- Identify cross-selling opportunities and potential gaps in client cover
- Ensure compliance with regulatory requirements and company procedures
- Maintain good working relationships with clients, colleagues, insurers, and suppliers
- Stay updated with technical, legal, and market developments through training and Continuing Professional Development (CPD)
- Report any issues that may impact work objectives and assist other staff as needed
SKILLS
- Strong sales and negotiation skills
- Excellent communication and interpersonal abilities
- Organisational and time management skills
- Attention to detail and accuracy
- Knowledge of insurance products and services
DAY-TO-DAY
- Managing and converting leads into sales
- Renewing policies and arranging client meetings
- Processing instructions and identifying cross-selling opportunities
- Maintaining client relationships and staying updated with industry developments
BENEFITS
- Competitive salary
- Health and wellness benefits
- Professional development opportunities
- Flexible working arrangements
If you have the relevant experience or know someone that does please contact us now on 07458 162 849 or email us at
