High Net Worth Insurance Account Executive
Location: Farnham - Hybrid
Salary up to £45,000
Are you an experienced insurance professional with a passion for delivering exceptional service to high-net-worth clients?
We are looking for a dedicated and proactive Private Clients Account Executive to join our clients dynamic team. In this key role, you will manage the insurance needs of private clients, providing expert advice, handling renewals, and identifying new business opportunities. You’ll work closely with clients to develop tailored solutions, ensuring their requirements are met with the highest level of professionalism and efficiency.
With a focus on client retention and service excellence, this role offers an exciting opportunity for someone with previous experience in the private clients sector, looking to take the next step in their career.
Key Responsibilities:
Client Account Management: Daily administration of insurance requirements, including queries, renewals, mid-term adjustments, quotations, closing sales, and invoicing premiums.
Professional Client Advice: Providing high-level, professional advice to clients, ensuring excellent customer service.
Retention & New Business: Contributing to client retention and identifying new business opportunities. You’ll also work towards conversion of new clients.
Documentation: Produce and issue summaries, reports, an...