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A key opportunity has arisen with our client and we are seeking a dedicated and professional Private Client Executive to join their team. Reporting to the Managing Director, the successful candidate will be responsible for servicing and administering private client insurance while identifying opportunities to increase the company’s insurance income.
Job Responsibility:
Manage and convert leads into sales
Grow and maintain a book of clients by renewing policies and arranging client meetings
Process instructions in a timely and efficient manner
Identify cross-selling opportunities and potential gaps in client cover
Ensure compliance with regulatory requirements and company procedures
Maintain good working relationships with clients, colleagues, insurers, and suppliers
Stay updated with technical, legal, and market developments through training and Continuing Professional Development (CPD)
Report any issues that may impact work objectives and assist other staff as needed
Requirements:
Strong sales and negotiation skills
Excellent communication and interpersonal abilities
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