Private Client Insurance Advisor

Wilmslow, Cheshire
To £32,500 + Bonus
09 Aug 2018
08 Sep 2018
Contract Type
Full time, Permanent

Private Client (HNW) Insurance Broker / Executive
Location: Cheshire
Salary: £Negotiable
Reference: 177100456

Our rapidly expanding client is looking to add to their existing Private Client team with the addition of a new Account Handler / Executive

The team have gone from strength to strength and this role will see you looking after a wide range of HNW Clientele including sports stars, celebrities and wealthy individuals.

This office has been earmarked for significant growth over the next 2-3 years which will allow for rapid career development


Actively quote new business, manage renewals and MTA's as required whilst identifying cross selling opportunities

Manage a diverse portfolio of existing HNW clients

Attend client and insurer meetings as required to ensure business is both won in year one and retained in year two.

Establish solid working relationships with both internal and external stakeholders

Liaise extensively with other departments internally to maximise wider client coverage

About you:

You'll have recent exposure to all standard classes of Private Client Insurance (Home/Estate/Motor/Marine) on a retail basis

You should also have a well-developed skill set that includes good Communication, negotiation, client and stakeholder management, sales and IT skills coupled with an excellent telephone manner.

Ideally you'll also have a stable career history and be looking for your next long term role.

The Package:

As a business our client are negotiable on salary as they are after the right individual. That said we've bench-marked this role between £27,500-£32,000 with a solid bonus structure.

The role comes with a highly developed benefits package and a progression minded set up - everyone in their management team has been promoted to be there.

We also have a number of other roles across the country for a confidential conversation please apply and a member of our team will be in touch.

Similar role titles: Private Client Account Executive, HNW Account Executive, Account Director, UHNW Account Executive, HNW Insurance Broker.

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