Company Overview:
A well-established and reputable insurance brokerage, known for delivering tailored insurance solutions to a diverse clientele across the UK and international markets. The company takes pride in its commitment to exceptional service and maintaining long-standing relationships with clients.
Position Overview:
We are seeking a dynamic and experienced Personal Lines/HNW Account Executive to join our team. The ideal candidate will excel at building and maintaining trust-based relationships with private clients, guiding them seamlessly through the insurance process. This role involves managing a portfolio of clients, developing relationships, and working to grow and retain the business.
Key Responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with clients, offering tailored insurance solutions.
- Serve as the primary point of contact, addressing inquiries and providing exceptional service.
Account Management:
- Oversee all aspects of account management, including claims handling and underwriting services.
- Manage insurance renewal and selection processes for assigned accounts.
Risk Assessment and Coverage Placement:
- Evaluate clients' risk exposures and recommend suitable insurance options.
- Negotiate coverage terms and conditions with carriers to secure optimal solutions.
Administrative Duties:
- Maintain accurate and up-to-date records in the system.
- Ensure all client and carrier documentation is properly managed.
Qualifications:
Benefits:
- Minimum of 5 years of experience in personal lines (Home or Motor) or Mid/HNW household account handling/executive roles.
- Familiarity with Acturis broking systems is desirable.
- Strong understanding of personal lines insurance products and HNW client needs.
- Excellent communication and interpersonal skills.
- Proven ability to manage multiple clients and priorities effectively.
- Professional certification (e.g., CII) is advantageous.
- Competitive salary between £45,000 - £55,000.
- Flexible hybrid working model with offices in London and Billericay.
- Opportunity to work in a supportive and professional environment.
- Continuous professional development opportunities.If you’re looking for a step up and the chance to make a meaningful impact in a collaborative environment, we’d love to hear from you.
If you’re looking for a step up and the chance to make a meaningful impact in a collaborative environment, we’d love to hear from you.
Mobile: 07899938749
Email: Agavin@harrisonholgate.com