Private Clients Account Manager

3 days ago

Birmingham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Private Clients Account Manager**

**Location: Birmingham Agile working available 3 days in the office 2 days WFH**

**Salary: £30,000-£40,000 + Bonus and company benefits**

**The Company**:
We are working with an exciting and well-known insurance broker who are showing consistent growth, both organic and through acquisitions.

An exciting role has become available in their HNW team in Birmingham.

**The Role**:
Within the position you will aid in the overall service proposition to clients ensuring that the business is retained and developed. The book of business you would be responsible for is a mix of existing and new clients and includes both HNW and UNHW individuals.

This role would suit either an individual with proven experience in private clients insurance or alternatively, someone who has a grounding in personal or commercial lines insurance, who is looking to make the transition to a private client’s role. Withinthe role you will effectively manage all renewals and adjustments in a timely and professional manner, accurately preparing client and market documentation and identifying the risk exposures whilst advising on insurance and risk management solutions.

**The Required Skills**:
Proven experience within insurance ideally in HNW lines (Household, Motor etc)

Good communication, negotiation and customer service skills

Ideally Cert CII qualified but full training and support can be provided

**Job Synonyms**: HNW Broker, Insurance Executive, New Business Account Handler, Insurance Sales Executive, Desk Based Account Executive, HNW Account Executive, High Net Worth

**Referral Fee**:
Not right for you but you know someone who maybe suitable? Please get in touch to enquire and hopefully secure yourself a referral fee for a successful recommendation.

  • Private Clients Account Manager

    16 hours ago

    Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Idex are supporting the world's largest privately held independent insurance Broker. The private clients division is currently looking for an Account Manager to join the team offering flexible working. Their focus is to provide their clients with the best in risk management, insurance and employee benefits consulting. Within the position you will aid in the...

  • Private Client Account Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Brown & Brown Europe Full time

    Job OverviewBrown & Brown Europe is seeking an experienced Private Client Account Manager to join our professional team in the UK.The successful candidate will have a strong understanding of the insurance markets, products, wordings, and options, as well as experience in handling quotation enquiries, renewals, and midterm adjustments for HNW insurance...

  • Private Clients Account Manager

    3 days ago

    Birmingham, United Kingdom IPS Group Full time

    One of the World's most highly regarded Insurance Brokers is currently looking for an Account Manager to join their High Net Worth/ Private Clients team. Within the position you will aid in the overall service proposition to clients ensuring that the business is retained and developed. The book of business you would be responsible for is a mix of existing...

  • Private Client Account Executive

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    3 weeks ago

    birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham...

  • Private Client Account Executive

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office. Berkeley...

  • Private Client Account Executive

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office. Berkeley...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham...

  • Private Client Account Executive

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office. Berkeley...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    1 month ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    1 month ago

    Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Brown & Brown Europe Full time

    About the OpportunityWe are seeking an experienced Private Client Services Manager to join our team at Brown & Brown Europe. This is an excellent opportunity to work with a leading insurance group, providing bespoke insurance solutions to high-net-worth individuals. Based out of our Leicester or Birmingham office, you will be responsible for managing an...

  • Private Client Services Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Brown & Brown Europe Full time

    **Job Overview**Brown & Brown Europe is looking for a skilled Private Client Services Manager to join its team.In this role, you will work closely with Account Executives and Directors to provide exceptional service to customers.Your primary responsibilities will include managing existing client relationships, securing and arranging appropriate cover at...

  • Compliance Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Accountancy Practice Seeks Experienced ProfessionalA leading accountancy practice in Birmingham is seeking an experienced Private Client Tax Assistant Manager to join their team.About the Role:Manage a portfolio of private client compliance work, including personal tax returns, trust tax returns, and inheritance tax returnsAssist senior staff with ad hoc...

  • Insurance Administrator

    7 months ago

    Birmingham, United Kingdom Lockton, Inc. Full time

    **General information**: **Reference **:002931 **Vacancy location**: **Location**: United Kingdom, Birmingham, Birmingham **Work Place**: Hybrid **Region**: UK **Vacancy details**: **Job Profile**: Lockton - Experienced Professional **Title**: Insurance Administrator - Private Client **Description**: Lockton is the world’s largest privately held...

  • Deputyship Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Anthony Collins Solicitors Full time

    Are you passionate about assisting individuals with managing their financial and practical needs? We have an exciting opportunity for a Deputyship Manager to join our Private Client department.The successful candidate will be responsible for handling client payments, balancing accounts, and providing clear financial reports. You will also coordinate...