Account Executive

A-Plan; Farnborough; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing insurance firm in Farnborough seeks an Account Handler for their Private Clients team. The role focuses on managing relationships with existing high-net-worth clients while providing excellent service and identifying new opportunities for business. Candidates should have a passion for client service and experience with Private or HNW clients. The firm offers extensive training, career development, and various employee benefits.

Benefits

Excellent training and development schemes

Company funded professional qualifications

Enhanced maternity & paternity policies

Access to discounted health policies

Employee Assistance Programme

25 days holiday plus bank holidays

Contributory pension scheme

Qualifications

• Experience in building long-lasting relationships with clients.
• Passion for customer service and teamwork.
• Tenacious nature with business curiosity.

Responsibilities

• Support existing clients' needs and build relationships.
• Attend meetings and manage renewal presentations.
• Identify client opportunities for better outcomes.

Skills

Experience with Private or HNW Clients

Excellent customer service

Ability to support larger accounts

Business curiosity

Willingness to learn

Consultative questioning and active listening

Job description

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We are actively looking for an Account Handler to join our growing Private Clients team. This is a great office-based opportunity to join a highly successful team and develop your experience and career within High-net-worth insurance. You will be responsible for building relationships with an existing book of clients and working closely with wider team to achieve objectives.

Key Accountabilities

• Working with existing clients and supporting their needs and building relationships.
• Attending meetings, taking notes, speaking to insurers, working through renewal presentations and renewals terms etc.
• Updating and maintaining collection specifications.
• Identifying and exploring opportunities for existing clients to drive the best possible outcome for parties. Eg. A private client may also require a commercial policy.
• Expand your insurance knowledge and become Cert CII qualified.
• Advise on products and solutions - thinking about client needs and referring identified opportunities.

Skills & Experience

• You will have experience developing and building long lasting relationships with Private or HNW Clients.
• You must have a passion for excellent customer service.
• You are able to work closely with colleagues to support on larger accounts from start to finish.
• You are be tenacious and have a business curiosity.
• You are willing to learn, as every day will be different.
• You are consultative, have the ability to question effectively and will be an active listener.

Rewards:

We believe that great work and dedication should be rewarded, that's why we offer:

• Excellent training and development schemes with accelerated career progression.
• Company funded CII professional qualification.
• Enhanced maternity & paternity policies.
• Cycle to work loan scheme available to all employees.
• Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
• Access to hundreds of highstreet retailer discounts through our reward and recognition platform
• Employee Assistance Programme (EAP) to support employees outside of work
• The above details just a handful of the benefits available to our employees, more details will be made available through the recruitment process

Rewards

We believe that great work and dedication should be rewarded, that's why we offer:

• 25 days holiday (plus bank holidays), increasing through length of service
• A set of core benefits, designed with your health and financial protection in mind:
  • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen
  • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
  • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
  • Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits
• Access to a host of lifestyle and financial benefits that you can choose from:
  • Discounts on gym membership across the UK
  • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
  • Access to discounted personal health policies - Critical illness, private medical, dental plans
  • A range of insurance products available commission free, including home, motor, travel and specialist vehicles
  • Access to hundreds of high-street retailer discounts
  • Employee Assistance Programme (EAP) to support employees outside of work