High Net Worth Account Executive

1 month ago


Colchester, United Kingdom CV-Library Full time

Are you passionate about providing dependable, personalised service to Clients? A leading Insurance Broker, is seeking a motivated Account Executive to specialise in High Net Worth Insurance solutions. This is an exciting opportunity to work with a trusted provider renowned for tailored policies and exceptional Client loyalty.

About the Role

As a High Net Worth Account executive, you'll serve as the single point of contact for affluent Clients, offering bespoke Insurance solutions for their homes, valuables, and collections. You'll ensure peace of mind through your dedication to understanding and safeguarding their unique needs.

Key Responsibilities:

Conducting personalised Insurance reviews and consultations, often at Clients' homes
Building lasting relationships and nurturing a portfolio of High Net Worth clients
Delivering transparent, straightforward advice with tailored policies and upfront costings
Selling and renewing bespoke insurance products designed for High Net Worth individuals
Enhancing Client retention and securing new business appointmentsWhy Join Them?

Their commitment to Clients is built on:

Dependable Service: A single, dedicated expert for every Client
Tailored Advice: Time invested to truly understand unique needs
Trusted Results: Transparent policies with no unnecessary extras
Ease of Use: Streamlined renewal processes for continuous peace of mindJoin a supportive team where your work makes a tangible difference for Clients who value excellence

About You

To thrive in this High Net Worth Account Executive role, you'll need:

Account Handler or Account Executive experience within Insurance
A genuine interest in High Net Worth lifestyles, including luxury homes, vehicles, and collectibles
Confidence and effectiveness as a communicator, delivering a personal, attentive experience
A proactive, enthusiastic approach to building relationships and providing exceptional service
Strong organizational skills and the ability to manage a busy workload
You will need to be able to drive with a full UK licence for this role



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