Regional Private Client Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Title: Private Clients Account Executive
Location: Poole Dorset
Salary: Negotiable + benefits

Overview:

We are currently looking for an experienced Private Clients Account Executive to join our professional and welcoming insurance team based out of Poole in Dorset.

Our Poole offices' depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.

In this position you will primarily be involved with offering and renewing contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As an Executive you will manage an existing book of business dealing with new enquiries to expand the company client base.

The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.

The day to day:

• Service designated clients, ensuring that they are retained, and the Company’s income is maintained/ developed, including client visits., passing files/ instructions to appropriate staff.
• Work closely with other Account Executives and Directors to provide highest standard service to customers.
• Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work.
• Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate
• Give instructions to insurers.
• Ensure mid-term adjustments and declarations are processed and records updated.
• Handle the invoicing of all premiums due.
• Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
• Obtain quotations for any relevant new policies/renewals.
• Maintain effective credit control on allocated cases.
• Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
• Be aware of market conditions and the strengths and weaknesses of competitors.
• Visits to customers where agreed.
• Monitor trends, analyse results and prepare feedback to senior staff.
• Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.

What’s on offer:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

Your Experience:

• Requirement of at least 3+ years insurance broking experience.
• Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
• Understanding of insurance markets, products, wordings and options
• Acturis insurance broking software knowledge is an advantage

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.