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Personal lines / HNW Insurance Account Executive

Cameron James
Posted 12 hours ago, valid for 25 days
Location

Sheffield, South Yorkshire S5 8DP

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Private Clients Personal Lines Insurance Account Executive based in Sheffield or Doncaster, with hybrid working available after probation.
  • The role offers a basic salary of approximately £40,000 depending on experience, along with excellent benefits including private medical insurance and a pension plan.
  • Candidates should have demonstrable experience in Personal Lines insurance, preferably with a focus on High-Net-Worth clients in Household and Motor insurance.
  • Key responsibilities include servicing a portfolio of clients, providing technical expertise, and maintaining high levels of business retention.
  • The successful applicant will need to demonstrate strong client care skills, the ability to prioritize workload, and the capability to work independently within a team.

Private Clients Personal Lines Insurance Account Executive - Location - Sheffield or Doncaster - Book to take over

Hybrid working available after probation.

Basic Salary c40k DOE,+ excellent benefits including Private Medical, DIS. pension

Assistance In Insurance Exams and Qualifications

An excellent opportunity has arisen to join our client, a highly successful, National Broker who

Our client has a large book of valuable private clients where the role is the placement and servicing of personal insurances for High-Net-Worth individuals or other Private clients (or schemes) connected to the Business

The role:

  • To service a portfolio of clients from initial enquiry through to policy issue, with ongoing support
  • To provide technical expertise and advice as required
  • To maintain and improve our clients high levels of business retention
  • Our client uses the Acturis trading Platform

Key responsibilities

Client Care

  • Provide a professional, friendly, helpful and informative service
  • Provide prompt response to client requests and queries

Work Management

  • Prioritise daily workload with the ability to meet tight deadlines
  • Deal with incoming telephone calls
  • Maintain a daily diary system

Teamwork

  • To play a constructive role within the Private Clients team
  • To be able to work independently acting on your own initiative

Person Specification

The successful applicant will need demonstrable experience of Personal Lines insurance with either a Broker or Insurance Company. Specific experience in High Net Worth, preferably Household and Motor, would be highly advantageous.

An appropriate level of technical expertise is required, along with a desire to continually improve skills and experience within a challenging environment.

If you wish to apply for this position or for a confidential discussion regarding the role please complete the link and David Helliwell from Cameron James Professional recruitment will be in contact with you

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.