Private Clients Insurance Account Executive

2 weeks ago

Somerton Somerset, United Kingdom Brown & Brown Europe Full time

Title: Private Clients Account Executive Location: At Higos Insurance (part of Brown & Brown Europe) we are currently looking for an experienced Private Clients Account Executive to join their professional and welcoming team based out of the Somerton Head Office in Somerset.

The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.

In this position you will primarily be involved with offering and renewing contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.

Service designated clients, ensuring that they are retained, and the Company’s income is maintained/ developed, including client visits., Work closely with other Account Executives and Directors to provide highest standard service to customers.
Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work.
Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
Obtain quotations for any relevant new policies/renewals.
Maintain effective credit control on allocated cases.
Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
Joint Pension contribution scheme

Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
Acturis insurance broking software knowledge is an advantage

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