HNW Account Manager


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https://www.strideresource.com/3743/job2024-12-12 11:58:381970-01-01 Stride Resources
Job Type Permanent Full Time
Location Chiswick House
Area 173 Chiswick House
Sector General InsuranceGeneral Insurance - BrokingGeneral Insurance - Sales & DevelopmentGeneral Insurance - MarketingGeneral Insurance - Operations and Compliance
Salary £40k - 55k per year
Currency gbp
Start Date ASAP
Advertiser Dan Falcini
Job Ref 38435
Job Views 72
Description

Position: HNW Account Executive
Location: London
Salary: Up to £55,000



We are seeking a knowledgeable and experienced insurance professional to join our client's team as a Private Client/HNW Account Executive. The successful candidate will have the opportunity to manage a substantial book of business and work with a diverse range of high net worth clients.

Responsibilities:


  • Manage a portfolio of Private Client and Real Estate insurance accounts
  • Provide exceptional service to existing clients, ensuring their insurance needs are met
  • Collaborate with the team to maintain and grow the book of business
  • Conduct client visits, particularly for UHNW/Estates accounts
  • Stay updated on industry trends and regulations to provide informed advice to clients

Qualifications:


  • Solid experience in Private Client insurance, with exposure to commercial lines such as Property Owners, Estates, and Farms
  • Proven track record of managing high value accounts
  • Strong understanding of insurance products and industry practices
  • Excellent communication and relationship-building skills
  • Relevant insurance qualifications would be advantageous

Day-to-day:


  • Manage existing client accounts and address any insurance-related queries
  • Collaborate with the team to ensure efficient and effective client service
  • Stay informed about industry developments and market trends
  • Conduct client visits as necessary, particularly for UHNW/Estates accounts
  • Maintain accurate records and documentation related to client accounts

Benefits:


  • Competitive salary around the £50k mark
  • 25 days holiday package and death in service benefit (4x salary)
  • Hybrid working pattern with a minimum commitment of 3 days in the office
  • Additional benefits through the company's B&B benefits programme
  • Standard employer/employee pension contribution

If you are a dedicated insurance professional with a passion for client service and a strong background in Private Client and Real Estate insurance, we encourage you to apply for this exciting opportunity. Join our team and take on a rewarding role with ample opportunities for professional growth and development.

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