Private Clients Insurance Account Executive

www.topfinancialjobs.co.uk - Jobboard; Warwick; On-site; GBP 30,000 - 35,000; Full time

Job summary

Join a dynamic and growing independent broker as a Private Clients Insurance Account Executive. This role offers a fantastic opportunity to work with mid to high net worth clients, providing a rewarding commission structure and full study support for professional qualifications. You'll manage an existing client bank and leverage extensive local contacts to maximize your income potential from day one. Enjoy a supportive team environment, competitive salary, and a culture focused on staff development. If you're sales-driven and ready for the next step in your career, this position is perfect for you.

Benefits

20 days holiday

Pension plan

Group personal accident insurance

Christmas off

Professional qualification support

Qualifications

• 2-3 years of personal lines or HNW insurance broking/sales experience.
• Strong communication skills with stakeholders at all levels.

Responsibilities

• Manage an existing client bank and cross-sell insurance products.
• Achieve sales targets with a focus on client relationships.

Skills

Personal Lines Insurance

HNW Insurance

Sales Skills

Client Management

Education

Dip CII

Job description

Private Clients Insurance Account Executive

Salary: £30,000 - £35,000 Annual Superb commission structure on offer

Location: Warwick, Warwickshire

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 it's staff and you will also be offered full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm.