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We are seeking a dedicated Private Client Account Executive to join our client’s team. The role involves managing and building relationships with clients, providing bespoke insurances, and ensuring the highest level of service standards.
Job Responsibility:
Manage and build relationships with clients, promoting a favorable image of the company
Provide bespoke insurance’s for designated clients
Build a detailed knowledge of designated clients
Arrange an insurance program that suits the client’s requirements
Maintain a working knowledge of each client’s insurance history and policies in force
Ensure clients are aware of the unique services on offer
Deliver full-service to all clients with accurate records of meetings and discussions
Assist in promoting positive sales development and cross-selling activities
Identify prospects and producers for new business
Oversee and negotiate renewals with clients and insurers
Provide appropriate back-up on existing and new business
Maintain compliance with the company’s Procedures Manual and regulatory requirements
Requirements:
Bachelor’s degree in Business Administration, Finance, or related field
Proven experience in client relationship management and insurance services
Strong understanding of insurance products and industry regulations
Excellent communication and negotiation skills
Proficient in maintaining accurate records and delivering high service standards
Ability to identify and pursue new business opportunities
What we offer:
Competitive salary and performance-based incentives
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