High Net Worth Account Executive

Are you passionate about providing dependable, personalised service to Clients? A leading Insurance Broker, is seeking a motivated Account Executive to specialise in High Net Worth Insurance solutions. This is an exciting opportunity to work with a trusted provider renowned for tailored policies and exceptional Client loyalty.

About the Role

As a High Net Worth Account executive, you'll serve as the single point of contact for affluent Clients, offering bespoke Insurance solutions for their homes, valuables, and collections. You'll ensure peace of mind through your dedication to understanding and safeguarding their unique needs.

Key Responsibilities:

• Conducting personalised Insurance reviews and consultations, often at Clients' homes
• Building lasting relationships and nurturing a portfolio of High Net Worth clients
• Delivering transparent, straightforward advice with tailored policies and upfront costings
• Selling and renewing bespoke insurance products designed for High Net Worth individuals
• Enhancing Client retention and securing new business appointments

Why Join Them?

Their commitment to Clients is built on:

• Dependable Service: A single, dedicated expert for every Client
• Tailored Advice: Time invested to truly understand unique needs
• Trusted Results: Transparent policies with no unnecessary extras
• Ease of Use: Streamlined renewal processes for continuous peace of mind

Join a supportive team where your work makes a tangible difference for Clients who value excellence

About You

To thrive in this High Net Worth Account Executive role, you'll need:

• Account Handler or Account Executive experience within Insurance
• A genuine interest in High Net Worth lifestyles, including luxury homes, vehicles, and collectibles
• Confidence and effectiveness as a communicator, delivering a personal, attentive experience
• A proactive, enthusiastic approach to building relationships and providing exceptional service
• Strong organizational skills and the ability to manage a busy workload
• You will need to be able to drive with a full UK licence for this role