High Net Worth Account Executive

TN United Kingdom; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated HNW Account Executive to deliver exceptional service to High Net Worth clients. This role involves understanding clients' insurance needs and ensuring comprehensive coverage through proactive engagement and attention to detail. Join a reputable firm that values superior service and offers a supportive environment for professional growth. If you thrive in a client-focused role and possess strong communication and management skills, this opportunity is perfect for you.

Qualifications

• Experience in High Net Worth Insurance market.
• Strong interpersonal skills and client service focus.

Responsibilities

• Provide advisory and personal service to VIP clients.
• Understand clients' insurance needs for suitable coverage.

Skills

High Net Worth Insurance experience

Excellent communication skills

Influencing skills

Personal management skills

Problem-solving skills

Attention to detail

Job description

Job Description:

You will have the experience and high level of interpersonal skills to work closely with influential and wealthy individuals across Scotland, supporting them with all their Insurance needs.

Our client has a strong reputation for providing superior service, resulting in a high retention rate and many additional enquiries at renewal.

You will be responsible for providing full advisory and personal service to VIP clients across all classes of Personal Lines Insurance business.

Your primary goal is to deliver exceptional service to High Net Worth clients by thoroughly understanding their Insurance needs to secure the most suitable coverage. Proactivity and attention to detail are crucial to ensure comprehensive protection for clients.

To be a successful HNW Account Executive, you will demonstrate:

• Good experience in the High Net Worth Insurance market
• Excellent communication and influencing skills
• Strong personal management skills
• Delivering excellent levels of client service
• Able to solve problems with practical solutions
• Focused on accuracy, quality, and attention to detail