Insurance Account Executive - High Net Worth

NACBA; East Grinstead; Remote; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Holiday entitlement 28 days + bank

Career progression across Everywhen

CII/ACII qualifications support

Pension scheme

Wellbeing support (24-hour)

Volunteering day

Spotlight Awards

Job summary

Everywhen is seeking an experienced Private Clients Account Executive in East Grinstead with a focus on High Net Worth insurance. The role emphasizes building trusted client relationships, tailoring insurance solutions, and growing a varied portfolio.

You will engage with clients face to face, over the phone, or via video, delivering excellent service while pursuing opportunities within the Everywhen Group.

Qualifications

• Experience with High Net Worth insurance is a must.
• Minimum of 2 years experience in a relevant role.
• Be proactive, use your initiative and show entrepreneurial spirit to grow the business.
• Be driven to learn and be curious about the Insurance Industry.
• Work well with your team, be engaging, collaborative and resilient to changes.

Responsibilities

• Foster relationships and help clients find the right Insurance products.
• Meet clients face to face, on the phone or via video calls.
• Support year‑round client needs and engage in networking to grow the portfolio.
• Offer solutions from a diverse range of brands and products to meet client needs.

Skills

High Net Worth insurance

Client relationship management

Proactive mindset

Team collaboration

Integrity

Job description

Are you someone who thrives in the Insurance Industry? We're on the hunt for an experienced Private Clients Account Executive skilled in High Net Worth to come and join our teamin East Grinstead who will use their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships.

Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you're looking for? Then please, read on...

What experience do our Account Executives need?

• Experience with High Net Worth insurance is a must
• The ideal candidate would preferably have a minimum of 2 years experience
• Most important is your ability to bring your best self to work every day to give our clients the best possible experience
• Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit to identify opportunities to grow our business
• Be driven to learn and be curious, especially about the Insurance Industry
• Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. There is never a dull moment with us.
• Always demonstrate integrity, not only is this essential within a financially regulated organisation, it's also the right way to be.

So, what does the role of an Account Executive here involve?

This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone or via video calls. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go.

As an Account Executive here, it isn't only about the "upsell" or the "cross sell". Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Everywhen Group.

In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 28 days plus bank holidays
• Opportunity to progress your career across the entire Everywhen family
• Gain CII or ACII qualifications to boost your knowledge and career prospects
• Pensions scheme for when you feel it's time to retire
• 24-hour support for physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

#AIB #LI-RM1 INDX1

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.