Private Client New Business Executive

Lawes Insurance Recruitment; London; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An exciting opportunity has arisen for a Private Client New Business Executive in a dynamic insurance environment. This role offers the chance to engage with clients, manage leads, and drive sales while ensuring compliance with industry standards. You'll be at the forefront of client interactions, helping to grow and maintain a robust book of business. With flexible working arrangements and a focus on health and wellness, this position is perfect for those looking to make a significant impact in the insurance sector. If you are passionate about client service and have a knack for sales, this could be the perfect fit for you.

Benefits

Health and wellness benefits

Flexible working arrangements

Qualifications

• Strong sales and negotiation skills are essential for this role.
• Knowledge of insurance products and services is crucial.

Responsibilities

• Manage and convert leads into sales while maintaining client relationships.
• Identify cross-selling opportunities and ensure compliance with regulations.

Skills

Sales and negotiation skills

Communication skills

Organisational skills

Attention to detail

Knowledge of insurance products

Job description

Job title: Private Client New Business Executive

Location: London – A combination of office based and home based – flexibility to be discussed

OVERVIEW

A key opportunity has arisen with our client and we are seeking a dedicated and professional Private Client Executive to join their team. Reporting to the Managing Director, the successful candidate will be responsible for servicing and administering private client insurance while identifying opportunities to increase the company’s insurance income.

RESPONSIBILITIES

1. Manage and convert leads into sales
2. Grow and maintain a book of clients by renewing policies and arranging client meetings
3. Process instructions in a timely and efficient manner
4. Identify cross-selling opportunities and potential gaps in client cover
5. Ensure compliance with regulatory requirements and company procedures
6. Maintain good working relationships with clients, colleagues, insurers, and suppliers
7. Stay updated with technical, legal, and market developments through training and Continuing Professional Development (CPD)
8. Report any issues that may impact work objectives and assist other staff as needed

SKILLS

1. Strong sales and negotiation skills
2. Excellent communication and interpersonal abilities
3. Organisational and time management skills
4. Attention to detail and accuracy
5. Knowledge of insurance products and services

DAY-TO-DAY

1. Managing and converting leads into sales
2. Renewing policies and arranging client meetings
3. Processing instructions and identifying cross-selling opportunities
4. Maintaining client relationships and staying updated with industry developments

BENEFITS

1. Health and wellness benefits
2. Flexible working arrangements

If you have the relevant experience or know someone that does please contact us now on 07458162844 or email us at [e-mail]