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Private Client New Business Executive

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom, London

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Category:
Insurance

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Contract Type:
Employment contract

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Salary:

40000.00 - 45000.00 GBP / Year

Job Description:

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
  • Organisational and time management skills
  • Attention to detail and accuracy
  • Knowledge of insurance products and services
What we offer:
  • Competitive salary
  • Health and wellness benefits
  • Professional development opportunities
  • Flexible working arrangements

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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