Insurance Private Clients / HNW Account Executive

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Insurance Private Clients / HNW Account Executive, Essex

Client: IDEX Consulting Ltd

Location: Essex, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 7

Posted: 18.04.2025

Expiry Date: 02.06.2025

Job Description:

Job Advert: Private Clients / HNW Account Executive

Salary: £45-£65k + Equity Opportunity + Benefits

A leading insurance brokerage is seeking an experienced and dynamic Private Clients / High Net-Worth (HNW) Account Executive to join their growing team. This is a unique opportunity for an ambitious professional to build and lead the development of a new division within the private clients insurance space.

The successful candidate will have the chance to leverage their proven track record in client development to manage and grow a portfolio of high-value clients, supported by dedicated account handling teams, a marketing and events budget, and business development resources.

Key Responsibilities:

1. Develop and manage a portfolio of private clients and HNW accounts, ensuring exceptional client service and satisfaction.
2. Identify and pursue new business opportunities within the private clients/HNW market.
3. Build and nurture long-term relationships with clients, utilizing an established network and industry connections.
4. Lead the development and growth of the private clients insurance division, with support from the senior leadership team.
5. Utilize a dedicated marketing and events budget to promote the division and expand business outreach.
6. Work closely with internal account handling teams to ensure smooth delivery of services.
7. Provide regular updates on business development, client retention, and division performance.

About You:

1. A proven track record of successfully developing and managing high-value clients within the private clients/HNW insurance sector.
2. Strong connectivity and a well-established network within the HNW sector.
3. Entrepreneurial mindset, with the ability to take ownership of business growth and drive new initiatives.
4. Excellent relationship-building skills, both with clients and internal teams.
5. In-depth understanding of the unique needs and expectations of HNW clients.
6. Strong communication, negotiation, and presentation skills.
7. Previous experience in a similar role within an insurance brokerage is highly desirable.

What’s On Offer:

1. A competitive salary package and performance-based incentives.
2. The opportunity to build and lead a new division, with full support from the business.
3. Equity opportunity for the right candidate, offering a chance to have ownership in the business.
4. A dedicated budget for marketing, trade events, and business development.
5. Ongoing professional development and support to help you thrive in your role.
6. A dynamic and collaborative work environment with a strong team ethos.

This role is ideal for a motivated and experienced Account Executive looking for a chance to shape the future of a growing business while enjoying a high level of autonomy. If you have the right experience and ambition to take on this challenge, apply now to take the next step in your career.