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Private Client (HNW) Insurance Broker / Executive

Posted 24 April by Pertemps Ended

Private Client (HNW) Insurance Broker / Executive
Location: Wilmslow
Salary: £Negotiable

Our rapidly expanding client is looking to add to their existing Private Client team with the addition of a new Account Handler / Executive
The team have gone from strength to strength and this role will see you looking after a wide range of HNW Clients across General Business, Sports Professionals and Celebrities.


Manage a diverse portfolio of existing HNW clients and build on this via referrals, networking and phone enquiries
Upsell additional products to clients as appropriate
Manage existing relationships and transact any required Mid-Term Adjustments, Cancellations and Renewals
Establish solid working relationships with both internal and external stakeholders
Liaise extensively with other departments internally to maximise wider client coverage

About you:

You’ll have recent exposure to all standard classes of Private Client Insurance (Home/Estate/Motor/Marine) on a retail basis
You should also have a well-developed skill set that includes good Communication, negotiation, client and stakeholder management, sales and IT skills coupled with an excellent telephone manner.

The Package:

As a business our client are negotiable on salary as they are after the right individual. with an indicator of £28,000 -£36,000 as a basic salary + Bonus + Benefits Package
The role comes with a highly developed benefits package and a progression minded set up - everyone in their management team has been promoted to be there.
They also fully support professional qualifications and have an established training set up.

We also have a number of other roles across the country - for a confidential conversation please apply and a member of our team will be in touch.

Similar role titles: Private Client Account Executive, HNW Account Executive, Account Director, UHNW Account Executive, HNW Insurance Broker.

Required skills

  • HNW
  • Insurance
  • Referrals
  • Sales
  • Private Client

Reference: 34361604

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