Private Clients Account Manager

7 days ago


Stockport, Stockport, United Kingdom Cowell Recruitment Ltd Full time

Job Title: Private Clients Account Executive

Job Summary:

Cowell Recruitment Ltd 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 increase revenue
  • Monitor sales performance and manage client portfolios to achieve targets
  • Handle complaints and ensure high levels of customer satisfaction
  • Develop and maintain professional relationships with clients and provide expert advice

Main Duties:

  • Ensure accuracy, efficiency, and professionalism when dealing with clients and insurers
  • Manage new business, renewals, mid-term adjustments, claims, and queries
  • Advising clients on existing products and services
  • Ensure bad debt queries are dealt with efficiently and in line with company procedures
  • Comply with FCA regulations and company procedures

What We Offer:

  • Competitive basic salary up to £50K (dependent on experience)
  • Hybrid working arrangement (TBD)
  • Monday to Friday, 9am to 5pm
  • Pension scheme
  • Private medical insurance
  • 3x death in service benefit
  • Close proximity to train station and parking available

About Us:

Cowell Recruitment Ltd is an equal opportunities recruiter. We are committed to providing a supportive and inclusive work environment for all employees.



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