Private Clients Account Executive, Hybrid Working - London, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Private Clients Account Executive

Location:
London City or Sussex (hybrid working options)


Salary:
£40,000 - £47,000 (Negotiable depending on experience) + Bonus and benefits


The Company:


We are working with a leading Lloyds broker who is looking to strengthen their team due to the purchase of a new business which means there is a book of business to inherit and grow through renewals and account management focused account executive specialisingin High-Net Worth Private Clients.


Our client offers progression opportunities and learning and development through a range of courses and qualifications which will allow you to further your career.

As well as working as an employee focused ethos around health and well being.


The Role:


Through cross selling opportunities and renewing existing clients, you will act as the main point of contact for day-to-day enquiries, managing the full insurance life cycle from development through to placement of the risk.

You will prepare market presentation, review and manage documentations for clients and generate and develop relationships with them to lead client enquiries and maintain and develop personal relationships


You will be client facing and developing relationships through meetings so you will be working in an autonomous environment where you are in control of your diary and time.


The Required Skills:

Proven experience within Private Clients and HNW products in a broking role is essential

Experience in an account management or client retention focused role is beneficial

Experienced with placing risks across HNW markets and knowledge of main insurers

Experience with Acturis is desired

Strong IT, Communication and inter-personal skills


Job Synonyms:

Private Clients Account executive, HNW Account Executive, Private Clients Development Executive, Account Executive, Financial Account Handler, Financial Lines Broker, Account Handler, Personal Account handler, Private Clients Broker, HNW Clients AccountExecutive, Account Executive, Personal Lines Broker, Commercial Development Executive, Account Director, Business Development Manager, Commercial Client Account Handler, Commercial Clients Executive


Referral Fee:

Not right for you but you know someone who maybe suitable? Please get in touch to enquire and hopefully secure yourself a referral fee for a successful recommendation.

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