Private Clients Executive in Redhill

To deliver profitable growth for the Private Clients team by:

• Generating new business through your own new business activity and maximising referral opportunities from other divisions within Verlingue, from existing clients and by developing a strong professional KBI network.
• Managing and growing your personal client portfolio through cross-selling within the existing client base.

Company Vision: To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview: Verlingue's Private Clients team is a well-established and growing division based in Redhill, comprising 14 experienced professionals specialising in Private Client insurance, with a particular focus on household and motor risks. This is an exciting opportunity to join a high-performing team with ambitious growth plans and play a key role in delivering our strategic objective of becoming a HNW specialist. The successful candidate will have the opportunity to make a meaningful contribution to the continued success of the division while developing their own career within a supportive, collaborative and forward-thinking business.

Our focus is on delivering sustainable, profitable growth through the successful execution of our HNW strategy, underpinned by exceptional client relationships, strong insurer partnerships and a commitment to service excellence.

Key Accountabilities

General responsibilities:

• Achieve individual new business, retention and income targets in line with team objectives.
• Proactively identify, develop and secure new business opportunities within the High Net Worth (HNW) Private Clients sector.
• Manage and grow a portfolio of affluent and HNW clients, providing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.
• Negotiate with insurers to secure competitive terms and bespoke insurance solutions for high-value and complex risks.
• Support and mentor team members by providing technical insurance knowledge, market insight and best practice guidance across the Private Clients portfolio.
• Act as a role model within the team, demonstrating the highest standards of professionalism, client service and technical expertise.
• Ensure all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.

New Business

• Achieve and exceed individual and team income targets in line with divisional objectives.
• Drive own new business production by building, monitoring and maintaining a sustainable pipeline of prospective clients through networking, referrals, KBI’s and personal business development activity.
• Develop and maintain strong relationships across the wider Verlingue Group to identify, generate and convert internal referral opportunities, supporting both client outcomes and business growth.
• Build relationships with professional introducers to create a sustainable source of new business opportunities.
• Represent Verlingue at networking events, industry functions and client meetings, raising the profile of the Private Clients proposition.
• Support the growth of the team by coaching and mentoring colleagues on business development activity, relationship management and new business conversion.

Renewal Business

• Demonstrate role model behaviour through managing and growing a portfolio of Private Clients, developing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.
• Conduct comprehensive client reviews to understand evolving insurance requirements and identify opportunities for cross-selling and upselling.
• Ensure high levels of client retention through proactive account management and regular engagement.
• Identify opportunities to strengthen client relationships through cross-selling, upselling and the introduction of additional services.
• Work collaboratively with the team and insurer partners to deliver an efficient, seamless and high-quality renewal experience.

Person Specification

Qualifications:

• Cert CII
• DIP CII

Skills, Knowledge & Attributes:

• Extensive experience within the High Net Worth in the Private Clients sector in a Client Executive role responsible for new business and client management.
• Self-motivated, driven and results-oriented, with a proven ability to achieve and exceed business objectives.
• Highly regarded within the insurance market, with established and credible relationships across insurer partners.
• Demonstrable success in developing, nurturing and converting KBI’s relationships to generate sustainable business growth.
• Proven track record of managing and growing High Net Worth client portfolios, delivering exceptional client outcomes and retention.
• Strong technical knowledge of High Net Worth insurance products and solutions, with the ability to support colleagues on complex client requirements.
• Acts as a positive role model, consistently demonstrating the Verlingue Values and Behaviours and contributing to a high-performance team culture.
• Builds strong collaborative relationships across teams and stakeholders, supporting both individual and collective success.
• Demonstrates professionalism, integrity and accountability in all client, insurer and colleague interactions.
• Proficient in the use of Acturis, with a strong understanding of its application across client servicing and business development activities.

Competitive Hours: 35 hours per week

Competitive salary: 25 days holiday, 6% employer contribution pension scheme, buy holiday scheme, cash plan, life assurance (4x basic salary), income protection, private medical insurance (when eligible), hybrid working, discounted insurance, EAP.