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Private Clients Insurance Account Executive

CKB Recruitment Ltd

Warwick

On-site

GBP 30,000 - 35,000

Full time

18 days ago

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Job summary

An independent broker is seeking a motivated sales-focused individual to join their team and manage mid to high net worth clients. This role offers a unique opportunity to work with an existing client bank and extensive data sets, allowing you to generate income from day one. With a competitive commission structure and a supportive environment for professional growth, this position is perfect for those looking to advance their career in insurance. Enjoy a rewarding culture that values hard work and offers excellent bonuses for achieving targets. If you're ready to take your career to the next level, this is the opportunity for you.

Benefits

20 days Holiday
Christmas Off
Pension
Group PA
Full study support for professional qualifications

Qualifications

  • 2-3 years experience in personal lines or HNW insurance broking/sales.
  • Ability to communicate effectively with stakeholders.

Responsibilities

  • Manage and cross-sell to an existing client bank of £500k GWP.
  • Achieve sales targets with a commission structure of 25-50%.

Skills

Sales Focus
Personal Lines Insurance
High Net Worth (HNW) Insurance
Client Communication

Education

Dip CII

Job description

Do you have at least 2-3 years personal lines and/or HNW insurance broking/sales experience? Are you sales focused and looking for the next step in your career or perhaps you are looking for a change of scenery and fancy joining a smaller independent Broker where your hard work is truly rewarded and appreciated? If you can answer yes to these, then we have the perfect opportunity for you to take an exciting step in your insurance career with a truly independent broker who offer a leading commission structure and full study support to achieve your Dip CII.


Built on meritocracy, our clients unique company culture rewards self-starters who want to earn some excellent bonuses for their hard work. The role they have available offers someone the chance to deal with mid to high net worth clients, with premiums ranging from.


They have an existing client bank currently standing at £500k GWP, which they need you to manage and cross sell into. They also have extensive data sets for you to work with (near on 45,000 contacts) which are all locally based, as well as potential 200 renewals clients a month (which includes some current clients, lapsed clients and previously quoted clients) so that you can hit the ground running and start producing income from day 1 here. They have an ethos of visiting every client here, and looking after them!


They would be interested in talking to you if you are a sales focused Broker/Account Handler looking for a step up into a more client facing sales and account management based role, as well as someone already doing a similar role if you are looking for a change to a business that will reward you will a fantastic commission structure. Target here is £2k income per month, and once above this, they offer from 25-50% commission on all new business income generated on a sliding scale and based on month to month figures, so no target deficits here! They also offer bonuses on renewals too!


They can offer you a fantastic team environment within a business that are growing year on year and in tern can offer you some excellent career prospects with every member of the team supported to reach Dip level.


You'll need to have a solid grounding in Personal Lines and/or HNW Insurance and you will also be able to communicate clearly and effectively with stakeholders at all levels.


They offer a starting basic salary of between £30-35k, plus benefits package which includes 20 days Holiday, plus Christmas off (half day Christmas Eve then back on the 2nd Jan), Pension and Group PA, and a culture built around developing its staff and you will also be offered full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm.

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