Private Client Account Executive

2 weeks ago

Fareham, United Kingdom Cowell Recruitment Full time

_**NEW OPPORTUNITY**_
- **PRIVATE CLIENTS ACCOUNT EXECUTIVE - (PRIVATE CLIENTS/HIGH NET WORTH) - FAREHAM. £45 - £50K + Benefits (Strong High Net Worth Insurance Background + Sales ability)**_
- **Cowell Recruitment**_ _are delighted to be assisting our client in their search for a _**Private Clients Insurance Account Executive**_ _to join a successful insurance broker based in _**Fareham.**_
- **What we are looking for**:_
- **Previous experience in Private Clients (HNW) High Net Worth insurance market (Essential)**_
- Experience in building and maintaining successful business relationships with _**High Net Worth (HNW) Individuals.**_
- Previous experience in arranging portfolio policies that often include several high value properties, cars, fine wine, fine art and High-end boats together on one policy._
- Proactively generate new business to compliment the business plans of the business._
- **Well versed in engaging with High Net Worth (HNW) individuals, generating income and working towards KPI and Business Targets.**_
- Strong communication and interpersonal skills_
- Solid academic achievement ideally CII CERT qualified (Desirable not essential)_
- Pro-active, adaptable and resilient, eager to write business_
- Adaptable to change/ flexible to changing market and business requirements_
- Can work on your own, as well as part of a team_
- Experienced in Account handling of existing book of business as well as new business_
- Fact finding, finding solutions for your customers_
- Professional, building a pipeline of business whilst nurturing existing business._
- Demonstrate a high level of professionalism, integrity and commitment_
- Experienced in speaking to Directors and decision makers in a business_
- Resilient, Self-confident, Proactive and forward thinking_
- Wanting to grow and develop in a business, and build a career._
- **Main duties (but not limited to)**_
- To offer a complete _**High Net Worth insurance service**_ _to both new and existing customers_
- Managing client HNW portfolio insurances including_ d_ealing with Personal Lines, Classic Car, Performance vehicles, Let, Overseas properties, holiday homes, Mid-Net Worth and High Net Worth business._
- Sourcing_, developing and managing _and growing book of business through up-selling and “rounding out” accounts from personal lines and commercial sectors_
- Manage your own dairy and keep updated_
- Developing Marketing Campaigns to drive business in line with business plan._
- Fact-finding, generating quotations, mid-term adjustments, issuance and renewals on _**High Net Worth insurance**_ _and _**Personal Lines policies.**_
- Liaising and negotiating with Underwriters in respect of premiums and terms_
- Providing assistance with Claims issues where appropriate_
- Arranging security and appraisal visits with insurers_
- Account handling and collection of monies from clients_
- Maintain compliance in accordance with business requirements and FCA regulations_
- Build and maintain good relationships with customers_
- Ensuring policy documentation is correct, ensuring any queries are raised and amended accordingly._
- Scope out and develop the Private Clients (High Net worth) clients and cross selling from other areas of the business as well as seeking new business._
- Working knowledge of insurance systems Open GI, Acturis, SSP and EDI transactions (Desirable)_
- Any other business required by business_
- **What do you get?**_
- _**Competitive basic salary - £45 - £50k**_
- _**Performance Bonus structure (TBD)**_
- _**Opportunity to grow and develop in a successful business**_
- _**Benefits + perks**_
- _**25 Holidays/year**_
- _**Congenial working environment**_
- _**Pension scheme**_

**- **_**Monday - Friday 08:30 am - 5 pm**_
- **Cowell Recruitment is an equal opportunities recruiter. E&OE. Only applicants with full right to work and residing in the UK will be considered for this vacancy.**_

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£50,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Fareham, Hampshire: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- HIGH NET WORTH INSURANCE: 2 years (required)
- HIGH NET WORTH ACCOUNT EXECUTIVE: 1 year (required)

Licence/Certification:

- cert CII (preferred)

Work Location: One location

Reference ID: CR - FAREHAM - HNW. PC.02

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