Private Clients Insurance Account Executive

CKB Recruitment; Warwick; On-site; GBP 30,000 - 35,000; Full time

Job summary

An independent broker is seeking a motivated individual with personal lines or HNW insurance experience to join their growing team. This role offers a unique opportunity to manage a substantial client bank while enjoying a competitive commission structure and full support for professional development. You will thrive in a supportive environment that values hard work and rewards success with excellent bonuses. If you are sales-focused and ready for a client-facing role, this is your chance to elevate your insurance career in a nurturing and dynamic setting.

Benefits

20 days holiday plus Christmas off

Pension

Group PA

Support for professional qualifications

Qualifications

• 2-3 years of experience in personal lines or HNW insurance broking.
• Strong sales focus and ability to communicate effectively.

Responsibilities

• Manage an existing client bank and cross-sell services.
• Engage with mid to high net worth clients and provide excellent service.

Skills

Sales Focus

Personal Lines Insurance

HNW Insurance

Client Communication

Education

Dip CII

Job description

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 offers a leading commission structure and full study support to achieve your Dip CII.

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

They have an existing client bank currently standing at £500k GWP, which you will manage and cross-sell into. They also have extensive data sets for you to work with (nearly 45,000 contacts) which are all locally based, as well as potential 200 renewal clients a month (including current clients, lapsed clients, and previously quoted clients) so that you can hit the ground running and start producing income from day one. They have an ethos of visiting every client 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 with a fantastic commission structure. The 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 based on month-to-month figures, so no target deficits here! They also offer bonuses on renewals.

They can offer you a fantastic team environment within a business that is growing year on year and can provide 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 be able to communicate clearly and effectively with stakeholders at all levels.

They offer a starting basic salary of between £30-35k, plus a 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 with full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm.