Insurance Account Executive - HNW
9 Days Old
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.
- Location:
- London
- Salary:
- not provided
- Category:
- Sales