Private Client Account Executive, Insurance - Jersey

AP Personnel; Illinois; On-site; USD 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking a Private Client Account Executive for high net worth insurance clients. The role involves engaging with clients to tailor coverage solutions and collaborating with internal teams. Candidates should possess experience dealing with high net worth individuals; a CII qualification is advantageous. This position supports career growth and offers competitive compensation.

Qualifications

• Experience dealing with high net worth individuals is preferred.
• Experience in private client insurance is advantageous.

Responsibilities

• Engage with high net worth clients to understand their insurance needs.
• Collaborate with teams to grow a book of private client insurance business.
• Prepare proposals and support renewal processes.

Skills

Client engagement

Risk assessment

Regulatory compliance

Education

CII qualification at Cert CII level or above

Job description

Overview

Private Client Account Executive, Insurance - Jersey. Our client is seeking to fill a new Private Client Account Executive role. They are interested to speak with HNW client brokers of any level of seniority, including high-performing professionals with 1-year experience and accomplished UHNW client brokers. Personal Lines high-achievers who wish to further their careers will also be considered. The role may also suit candidates from different industry sectors who have valuable experience dealing with high net worth individuals and families.

Responsibilities

• Engage with high net worth clients and families to understand insurance needs and provide tailored coverage solutions.
• Collaborate with internal teams to service and grow a book of private client insurance business.
• Assess client risk, prepare proposals, and support renewal processes in line with regulatory requirements.

Qualifications

• CII qualification at Cert CII level or above is advantageous, but not necessary.
• Registered license allocated for this position is required; experience with Guernsey-based candidates open to relocation to Jersey is preferred.

Remuneration & Contact

For more information or to apply, please contact Faron Le Prevost at 01534 753009 or email [e-mail].

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you consent to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be protected under Data Protection Laws; see the privacy notice at https://www.apgroupglobal.com/privacy-notice/