Senior Private Clients Account Executive

Role Overview

• Service designated clients, ensuring that they are retained, and the Company’s income is maintained/ developed, including client visits.
• Strong working knowledge of the Private Client Insurance landscape, including exposure to HNW Portfolio’s, home, motor, fine art and jewellery/watches
• 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.
• Ensure mid-term adjustments and declarations are processed and records updated.
• Handle the invoicing of all premiums due.
• Check all documentation 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.

Requirements

• Requirement of at least 2+ years insurance broking experience.
• Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW/UHNW insurance policies
• Understanding of insurance markets, products, wordings and options
• Acturis insurance broking software knowledge is an advantage

Benefits

• 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)