Our client seeks a Private Client Account Executive to support their insurance team with administration, client relationship management, and business development. This full or part time role which involves delivering excellent service, managing policy documentation, and building strong relationships with clients, insurers, and other professionals. Click here to read more
Job Duties:
- Support the insurance team with client administration, diary management, and workload prioritisation.
- Understand client needs and administer tailored insurance solutions for asset and liability protection.
- Proactively identify and pursue new business opportunities and maintain a prospect pipeline.
- Secure renewals and manage client portfolios, expanding covers and driving cross/up-selling opportunities.
- Present renewal terms and negotiate sales with clients while ensuring timely premium collection.
- Research insurance policies and negotiate with underwriters to find optimal solutions.
- Prepare presentations, assist with claims management, and provide guidance on claims processes.
- Respond to client queries, ensure accuracy in documentation, and maintain compliance with company procedures.
- Develop and nurture relationships with clients, underwriters, and other professionals.
- Promote insurance solutions and provide technical advice within areas of expertise.
- Manage post and diary activities daily in line with company standards.
- Visit clients to discuss and administer their insurance programmes effectively.
- Keep up to date with market developments and foster skills in communication, negotiation, and sales.
- Provide support and cover for absent team members as needed.
Job Requirements:
- Experience in insurance administration and client management.
- Familiarity with IT systems, including MS Word, Excel, Outlook, and EPIC.
- Strong communication, negotiation, and sales skills.
- Knowledge of relevant compliance and anti-money laundering procedures.
- Commitment to CPD requirements and staying informed on market developments.
- Ability to demonstrate professionalism and foster strong client relationships.
What You’ll Love:
This role offers a dynamic and client-focused environment where you can grow your expertise in insurance solutions and business development. You'll work within a supportive team, building long-term relationships and delivering high-quality services. The position also provides opportunities for continuous professional development and exposure to a diverse range of clients and industries.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
