HNW Account Manager

17 hours ago


Norwich, Norfolk, United Kingdom Capio Recruitment Insurance Full time

Job Title: High Net Worth Account Executive

Salary: £35,000 - £50,000 (plus bonus)

Location: Norwich

Employment Type: Full-Time (4 days in, 1 day remote)

Capio Recruitment Insurance is seeking a skilled High Net Worth Account Executive to join their team in Norwich. As a customer-focused professional with experience in HNW Broking or higher-level Personal Lines, you will have the opportunity to grow your career in a company that values long-term relationships and exceptional service.

Key Responsibilities:

  • Manage a book of business valued at £300,000 in commission income, with the objective to grow the book over time.
  • No lead generation required—focus entirely on servicing and expanding your portfolio of HNW clients.
  • Handle Motor, Home, and Travel insurance for HNW clients, with the support of a dedicated account handler.
  • Engage with clients primarily from the office, with flexibility for occasional remote work for the right candidate.
  • Participate in ongoing training to ensure you are equipped with the knowledge and skills to succeed.
  • Work as part of a collaborative and positive team, where customer service is prioritized over KPIs.

Ideal Candidate:

  • Strong background in HNW Broking or a higher-level Personal Lines role.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong problem-solving and analytical skills.
  • Knowledge of insurance products and services.


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