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HNW Account Executive
2 months ago
Job Title: HNW Account Executive
Location: Stockport, England (Hybrid Working)
Salary: Up to £50,000 per annum + Benefits
About Us:
Our client specialises in providing bespoke insurance solutions tailored to the unique needs of high-net-worth individuals. They pride themselves on delivering exceptional service and building lasting relationships with their discerning clientele. As they continue to grow, they are looking for a dynamic and experienced High Net-Worth Account Executive to join their team in Stockport.
Role Overview:
As a High Net-Worth Account Executive, you will play a critical role in managing and expanding a portfolio of high-value clients. Your focus will be on understanding the intricate needs of high-net-worth individuals and offering them tailored insurance solutions. You will act as a trusted advisor, providing exceptional service and maintaining the highest levels of client satisfaction.
Key Responsibilities:
- Develop and nurture strong, long-term relationships with high-net-worth clients, ensuring their needs are understood and met.
- Advise clients on customized insurance products, including home, motor, and valuable collections, ensuring comprehensive coverage.
- Oversee the entire client lifecycle, from onboarding and policy administration to renewal and claims management.
- Identify and pursue opportunities to grow your portfolio through referrals, networking, and deepening existing client relationships.
- Conduct thorough risk assessments and work closely with underwriters to secure the best terms for clients.
- Stay informed of market trends, competitor offerings, and regulatory changes to provide clients with the best possible advice.
About You:
- Proven track record of at least 3 years in a similar role within the high-net-worth insurance sector.
- Exceptional interpersonal skills with the ability to build rapport and trust with high-net-worth clients.
- Strong sales and negotiation skills with a focus on delivering value and building long-term relationships.
- In-depth knowledge of high-net-worth insurance products and the unique needs of this client segment.
- Discreet, professional, and able to handle confidential information with the utmost integrity.
- Comfortable working in a fast-paced environment with the ability to manage multiple priorities effectively.
What We Offer:
- Competitive Salary: Up to £50,000 per annum, depending on experience.
- Hybrid Working: Enjoy a flexible working arrangement with the option to work both from our Stockport office and remotely.
- Career Progression: Opportunities for professional growth and advancement within a supportive and innovative company.
- Inclusive Culture: Join a diverse and welcoming team where your contributions are valued and rewarded.
