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HNW Account Executive
2 months ago
Capio Recruitment Insurance is seeking a skilled HNW Account Executive to join their team in Norwich. As a key member of the team, you will be responsible for managing a book of business valued at £300,000 in commission income, with the objective to grow the book over time.
Key Responsibilities:- Manage your own portfolio of HNW clients, providing exceptional service and growing the business.
- 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.
- 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.
- Strong background in HNW Broking or a higher-level Personal Lines role.
- Customer-focused, with excellent communication skills and a proactive approach to client management.
- Ability to build and maintain strong relationships with high-net-worth clients.
- Comfortable working in an office environment, with some flexibility for hybrid working if required.
- Team player who thrives in a traditional, non-KPI-driven environment.
- Experience managing a book of business and growing it over time.
- Competitive salary of £35,000 - £50,000, with opportunities to earn more for exceptional candidates.
- Annual company bonus.
- 25 days of holiday plus 8 bank holidays, with days accruing over time.
- Life assurance at 4x salary
- Salary exchange pension (7% employer contribution, 3% employee contribution).
- Financial protection in case of medical incapacity
- Private Medical Insurance for you and your family
- Wellbeing support including Employee Assistance Programme, counselling, mental health first aiders, and mindfulness training.
- 20 days paid sickness with discretion.
- Annual salary review and pay-for-performance model, with all employees paid above the Real Living Wage
This role offers a chance to be part of a well-established HNW team, with excellent support and leads, and strong brand backing. Capio Recruitment Insurance is looking for someone who wants to grow their book while building a lasting career.
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