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Private Clients Account Manager

2 months ago

Stockport, Stockport, United Kingdom Cowell Recruitment Full time
About the Role

Cowell Recruitment is seeking a highly skilled Private Clients Account Executive to join our team. As a Private Clients Account Executive, you will be responsible for providing exceptional customer service and promoting business growth through new leads and sales.

Key Responsibilities
  • Prospect new leads and sales opportunities
  • Client visits and initial contact to build relationships and identify business needs
  • Fact finding and sourcing the most appropriate insurance policies for clients
  • Negotiation and presentation to insurers to secure the best possible cover for clients
  • Cross-selling business and referrals to drive revenue growth
  • Monitor and manage sales performance to meet targets and effectively manage client portfolios
  • Handle complaints and issues in accordance with regulatory requirements and company policies
  • Develop and maintain professional relationships with clients to provide expert advice and guidance
Requirements
  • Accuracy, efficiency, and professionalism in all aspects of the role, including new business, renewals, mid-term adjustments, claims, queries, and premium financing arrangements
  • Compliance with FCA regulations and company procedures as detailed in the Conduct Policies and Guides to Best Practice
What We Offer
  • Competitive basic salary up to £50K (dependent on experience)
  • Hybrid working arrangement (TBD)
  • Pension scheme
  • Private medical insurance
  • Death in Service benefit
  • Close proximity to train station and parking available