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- 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
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Private Clients New Business Exec - Stafford, United Kingdom - Nowell & Richards
Description
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
What we're 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)
