High Net Worth Insurance Specialist

4 days ago


Stockport, Stockport, United Kingdom Checked Recruitment Full time £50,000
Job Title: High Net Worth Account Executive

Company: Checked Recruitment

Location: Hybrid Working

Job Type: Full-time

About the Role:

We are seeking a highly skilled and experienced High Net Worth Account Executive to join our team in Stockport. As a key member of our team, you will play a critical role in managing and expanding a portfolio of high-value clients.

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.

Requirements:

  • 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.

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.


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