Job title: Private Client Account Executive

Salary: £30,000 - £40,000

Location: Manchester

Private Client Account Executive

Overview: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.

Responsibilities:

• 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

Qualifications:

• 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

Day-to-day:

• Building and maintaining client relationships
• Providing tailored insurance solutions
• Conducting client meetings and negotiations
• Identifying new business prospects
• Ensuring compliance with regulatory requirements

Benefits:

• Competitive salary and performance-based incentives
• Comprehensive health and wellness benefits
• Professional development opportunities
• Collaborative and supportive work environment
• Opportunities for career advancement

If you are passionate about client service and have a strong understanding of insurance products, we encourage you to apply for this exciting opportunity. Join our client's team and make a meaningful impact in the insurance industry.

If you have the relevant experience or know someone that does please contact me now on  or email us at