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Position: HNW Account ExecutiveLocation: LondonSalary: Up to £55,000
We are seeking a knowledgeable and experienced insurance professional to join our client's team as a Private Client/HNW Account Executive. The successful candidate will have the opportunity to manage a substantial book of business and work with a diverse range of high net worth clients.
Responsibilities:
- Manage a portfolio of Private Client and Real Estate insurance accounts
- Provide exceptional service to existing clients, ensuring their insurance needs are met
- Collaborate with the team to maintain and grow the book of business
- Conduct client visits, particularly for UHNW/Estates accounts
- Stay updated on industry trends and regulations to provide informed advice to clients
Qualifications:
- Solid experience in Private Client insurance, with exposure to commercial lines such as Property Owners, Estates, and Farms
- Proven track record of managing high value accounts
- Strong understanding of insurance products and industry practices
- Excellent communication and relationship-building skills
- Relevant insurance qualifications would be advantageous
Day-to-day:
- Manage existing client accounts and address any insurance-related queries
- Collaborate with the team to ensure efficient and effective client service
- Stay informed about industry developments and market trends
- Conduct client visits as necessary, particularly for UHNW/Estates accounts
- Maintain accurate records and documentation related to client accounts
Benefits:
- Competitive salary around the £50k mark
- 25 days holiday package and death in service benefit (4x salary)
- Hybrid working pattern with a minimum commitment of 3 days in the office
- Additional benefits through the company's B&B benefits programme
- Standard employer/employee pension contribution
If you are a dedicated insurance professional with a passion for client service and a strong background in Private Client and Real Estate insurance, we encourage you to apply for this exciting opportunity. Join our team and take on a rewarding role with ample opportunities for professional growth and development.
