Private Clients New Business Exec

About Us
Nowell & Richards provide tailored insurance solutions for high-net-worth individuals so they can relax safe in the knowledge that their assets are appropriately insured. Established in 1976, Nowell & Richards are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £230m of Gross Written Premium into the market annually.
Nowell & Richards have a range of specific insurance solutions to support a wide variety of exclusive private clients including successful corporate leaders, entrepreneurs, high-profile individuals and professional sportspersons. We analyse the market as independent brokers and use our extensive expertise to tailor the most appropriate insurance programme for their personal and corporate needs.
About the role
Due to continued growth and expansion, Nowell & Richards are seeking to appoint an ambitious and established Private Clients Executive, with a focus on securing New Business opportunities, specifically in the MNW & HNW HH & Motor arena.
This will begin predominantly as an office-based role, with some visits, as you will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our team ensure that a quality service is provided to all clients in accordance with their needs and requirements.
Key duties will include
Attending client visits where appropriate, networking and making professional initial contacts
Lead generation
Completing a thorough identification of needs with prospective clients
Negotiation and presentation to insurers in order to secure most appropriate cover for the client
Presentation of recommendations and cover to the client
Closing the sale and ensuring cover is on risk
Securing cross selling business and referrals
Monitoring own sales performance in line with targets and effectively manage your client portfolio
Ensuring all business activity fully complies with FCA regulation and company procedures
Handle any complaints in accordance with regulation, the Companys Conduct Policy and Guide to Best Practice
Achieve and maintain a high level of customer service and always promote exceptional customer care standards
Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
Liaising with Account Handlers when appropriate
Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers
What were looking for
To be successful in the role, you must have the following skills
Previous experience in a new business role within a broker environment, looking after a variety of Private Clients.
Strong client reputation & customer service excellence
Working knowledge of a variety of insurance products
Experience of working to high standards of FCA compliance
I.T. skills including use of an insurance IT system, ideally Acturis
Strong organisation skills
Strong regulatory and compliance awareness
Cert CII qualifications desirable
What we offer
A professional and supportive team environment
Competitive salary commensurate with level of experience plus OTE
Hybrid working pattern following successful training / probation period
Company Pension scheme
Generous holiday entitlement, including birthday day off
Bupa Healthcare Cash Plan
Life Assurance
Electric Vehicle Salary Sacrifice Scheme
Professional Qualifications, Memberships and Study Support (Cert, DIP or ACII)

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