High Net Worth Account Executive – Yorkshire / North

Cryer Baker Recruitment Ltd.; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A reputable Yorkshire-based Insurance Brokerage is seeking a High Net Worth Account Executive to join their team. This position entails managing a loyal client portfolio, providing superior client service, and seeking new opportunities within the High Net Worth sector. With a focus on work/life balance and flexible arrangements, this role offers an excellent basic salary and benefits package.

Benefits

Car allowance

Full benefits package including bonus

Flexible work arrangement

Qualifications

• Experience in a similar role or as a highly experienced HNW broker or account handler.
• Client-facing skills with a focus on relationship management.
• Ability to work in a flexible environment.

Responsibilities

• Manage a loyal client portfolio mostly from existing commercial and corporate clients.
• Expand product offers to existing clients and seek new business opportunities.
• Coordinate with clients and team ensuring quality service and client satisfaction.

Job description

High Net Worth Account Executive – Yorkshire / North

Our client is a well-respected Yorkshire based Insurance Brokerage with several branches across the region (North, West and East Yorkshire). Due to the retirement of a longstanding member of the team, a fantastic opportunity has become available within the High Net Worth Team.

As lead Account Executive, you will be inheriting a loyal client portfolio, built over many years and primarily cases connected to existing commercial and corporate clients. You will also be looking to work with the existing clients to provide any further private clients / HNW products and, when the opportunity arises, look to generate new business.

Ideal applicants for this role could either be a in a similar role and looking for a nice new opportunity to join a quality business or potentially a highly experienced HNW broker / account handler or underwriter looking to move into a client facing role.

Our clients works with plenty of flexibility, therefore would be more than happy to have the correct candidate work partly from home, as long as you can get into the office at least once or twice a week to catch up on meetings. There is a big emphasis on work / life balance; the MD is more focused on the quality of work and strength of client relationships.

This role comes with an excellent basic salary, car allowance and a full and comprehensive benefits package including bonus.

For further details please contact Tim Cryer on 01423 313909 or send your CV or a message to [e-mail]