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For Companies At a Glance
- Tasks: Manage high-net-worth client accounts and provide tailored insurance solutions.
- Company: Join a leading insurance broker focused on private clients and emerging wealth.
- Benefits: Enjoy competitive pay, growth opportunities, and a supportive team environment.
- Why this job: Make a real impact by helping clients secure their assets while developing your career.
- Qualifications: Experience with mid to high-net-worth portfolios and strong communication skills required.
- Other info: Industry qualifications like Cert CII are a plus; teamwork is key!
The predicted salary is between 36000 - 60000 £ per year.
Account Executive – Private Clients
Job Market: Insurance Broker / Account Executive
Account Executive – Private Clients About the role
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.
Account Executive – Private Clients Key requirements
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.
Insurance Account Executive - HNW in Sheffield employer: Massenhove Recruitment Ltd
Contact Detail:
Massenhove Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Executive - HNW in Sheffield
✨Tip Number 1
Network with professionals in the insurance industry, especially those who focus on high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends in the insurance market, particularly those affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding client needs.
✨Tip Number 3
Consider obtaining relevant industry qualifications, such as Cert CII, if you haven't already. This will enhance your credibility and show potential employers that you are serious about your professional development in the insurance sector.
✨Tip Number 4
Prepare for interviews by practising your communication and negotiation skills. Role-play scenarios where you need to present tailored insurance solutions to high-net-worth clients, as this will be a key part of your job.
We think you need these skills to ace Insurance Account Executive - HNW in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing mid to high-net-worth portfolios. Emphasise your knowledge of insurance products and any relevant industry qualifications, such as Cert CII.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the role by discussing how you can provide bespoke insurance solutions. Mention specific examples of how you've successfully managed client relationships and driven growth in previous roles.
Showcase Communication Skills: Since strong communication is key for this role, ensure your application reflects your ability to communicate effectively. Use clear and concise language, and consider including examples of successful negotiations or client interactions.
Highlight Team Collaboration: Discuss your experience working with internal teams to deliver seamless service. Provide examples of how you've collaborated with others to achieve common goals, as teamwork is essential for this position.
How to prepare for a job interview at Massenhove Recruitment Ltd
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing high-net-worth portfolios. Highlight specific examples where you've successfully built relationships and provided tailored insurance solutions to clients.
✨Demonstrate New Business Development Acumen
Think of instances where you've identified new opportunities or converted leads into clients. Share your strategies for driving growth and how you leverage market insights to benefit your portfolio.
✨Emphasise Compliance and Risk Management Knowledge
Familiarise yourself with regulatory requirements relevant to the insurance industry. Be ready to explain how you ensure compliance and maintain accurate documentation for your clients.
✨Highlight Team Collaboration Experience
Discuss your ability to work with internal teams to deliver seamless service. Provide examples of how you've collaborated with colleagues to share insights and enhance client satisfaction.
