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For Companies At a Glance
- Tasks: Manage high-net-worth client accounts and provide tailored insurance solutions.
- Company: Join a dynamic team focused on delivering bespoke services to affluent clients.
- Benefits: Enjoy competitive pay, growth opportunities, and a collaborative work environment.
- Why this job: Make a real impact by helping clients secure their wealth while developing your skills.
- Qualifications: Experience with mid to high-net-worth portfolios and strong communication skills required.
- Other info: Industry qualifications like Cert CII are a plus; training provided.
The predicted salary is between 36000 - 60000 £ per year.
As an Account Executive you will manage a portfolio of Private Client, Mid-Market, and Emerging Wealth accounts, providing bespoke insurance solutions to high-net-worth individuals and families. Your role involves understanding clients’ unique needs, managing renewals, and identifying growth opportunities within your portfolio.
Account Executive – Private Clients – Key duties
Client Relationship Management: Manage your client book, focusing on growth and cross-selling in Private Client, Mid-Market, and Emerging Wealth sectors. Build strong relationships, provide tailored solutions, and ensure high-quality service.
New Business Development: Identify new opportunities, leverage market insights, and convert leads to drive growth.
Renewal & Policy Management: Oversee renewals, secure competitive terms, and adjust policies as clients’ needs evolve.
Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain accurate client documentation.
Collaboration & Teamwork: Work with internal teams to ensure seamless service and share market insights.
Market Knowledge & Engagement: Stay updated on industry trends, build relationships with insurers, and share insights with the team.
Experience in managing mid to high-net-worth portfolios, knowledge of insurance products, and strong communication skills.
Industry qualifications (e.g., Cert CII) and experience with insurance platforms.
Strong communication, negotiation, and organizational skills.
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Contact: Tony Martin
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Email: tmartin@massenhove.co.uk
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Telephone: 0333 121 8000
Account Executive employer: Massenhove Recruitment
Contact Detail:
Massenhove Recruitment Recruiting Team
+443331218000
tmartin@massenhove.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Familiarize yourself with the specific needs of high-net-worth individuals and families. Understanding their unique requirements will help you tailor your approach and demonstrate that you can provide bespoke insurance solutions.
✨Tip Number 2
Network within the industry to build relationships with insurers and other professionals. This can give you valuable insights into market trends and opportunities, which is crucial for identifying new business development prospects.
✨Tip Number 3
Stay updated on regulatory requirements and compliance standards in the insurance sector. This knowledge will not only help you manage renewals effectively but also ensure that you maintain accurate client documentation.
✨Tip Number 4
Demonstrate strong communication and negotiation skills during your interactions. Being able to articulate tailored solutions clearly and persuasively will set you apart as a candidate who can excel in managing client relationships.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Account Executive. Familiarize yourself with client relationship management, new business development, and compliance requirements to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience managing mid to high-net-worth portfolios and your knowledge of insurance products. Use specific examples to demonstrate your communication, negotiation, and organizational skills.
Showcase Industry Knowledge: Demonstrate your understanding of industry trends and market insights in your application. Mention any relevant qualifications, such as Cert CII, and how they relate to the role.
Personalize Your Application: Address your application to Tony Martin and express your enthusiasm for the position. Tailor your cover letter to reflect how your skills and experiences align with the company's goals and the specific needs of Private Clients.
How to prepare for a job interview at Massenhove Recruitment
✨Understand Your Clients' Needs
Before the interview, think about how you would approach understanding the unique needs of high-net-worth individuals. Be ready to discuss specific strategies you've used in the past to build strong client relationships and provide tailored solutions.
✨Showcase Your Market Knowledge
Stay updated on the latest trends in the insurance industry. During the interview, share insights about market developments and how they could impact potential clients. This will demonstrate your proactive approach and commitment to providing valuable advice.
✨Highlight Your Communication Skills
As an Account Executive, strong communication is key. Prepare examples of how you've effectively communicated with clients and internal teams in the past. Emphasize your negotiation skills and how they've helped you secure competitive terms for clients.
✨Prepare for Compliance Questions
Be ready to discuss your experience with compliance and risk management. Think of examples where you've ensured adherence to regulatory requirements and maintained accurate documentation. This will show your attention to detail and professionalism.
