Insurance Account Executive - HNW

Account Executive - Private Clients

Job Market: Insurance Broker / Account Executive

Account Executive - Private Clients - About the role

As an Account Executive you will manage a portfolio of Private Client, Mid-Market, and Emerging Wealth accounts, providing bespoke insurance solutions to high-net-worth individuals and families. Your role involves understanding clients' unique needs, managing renewals, and identifying growth opportunities within your portfolio.

Account Executive - Private Clients - Key duties

Client Relationship Management: Manage your client book, focusing on growth and cross-selling in Private Client, Mid-Market, and Emerging Wealth sectors. Build strong relationships, provide tailored solutions, and ensure high-quality service.

New Business Development: Identify new opportunities, leverage market insights, and convert leads to drive growth.

Renewal & Policy Management: Oversee renewals, secure competitive terms, and adjust policies as clients’ needs evolve.

Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain accurate client documentation.

Collaboration & Teamwork: Work with internal teams to ensure seamless service and share market insights.

Market Knowledge & Engagement: Stay updated on industry trends, build relationships with insurers, and share insights with the team.

Account Executive - Private Clients - Key requirements

Experience in managing mid to high-net-worth portfolios, knowledge of insurance products, and strong communication skills.

Industry qualifications (e.g., Cert CII) and experience with insurance platforms.

Strong communication, negotiation, and organizational skills.