High Net Worth Account Executive

Full Job Description

Are you a dynamic and highly motivated High Net Worth (HNW) / Private Client - Account Executive? Look no further! Green Barks Search proudly represents a distinguished family-owned brokerage with a footprint spanning 14 offices across England, Scotland, and Northern Ireland and we're seeking a talented individual to fill a brand-new position as an Account Executive.

As the Private Lines Account Executive, your primary mission is to nurture and expand their esteemed HNW portfolio. This role involves engaging with high-value clients, converting new business enquiries, and providing exemplary service for a range of assets including household, motor, art, yachts, and other HNW areas. You'll also harness leads within our Group to maximise opportunities for growth.

Key Objectives & Responsibilities:

• Craft compelling market presentations and manage client documentation efficiently.
• Drive new business acquisitions while fostering enduring client relationships.
• Uphold exceptional standards of customer service and compliance with regulatory requirements.

Ideal Candidates Will Possess:

• Demonstrated expertise in Private Clients and HNW products within a broking capacity.
• A relentless drive and eagerness to expand knowledge within the insurance sector.
• Proven success in both winning new business and retaining a loyal client base.
• Relevant qualifications such as Cert CII, or a commitment to obtaining them.
• Superb customer service skills coupled with a proactive approach to problem-solving.
• Ability to navigate Acturis systems with ease (preferred).

Rewards & Benefits:

Joining this team means stepping into a supportive culture with an array of attractive rewards and benefits awaiting you. Our client will prioritise your professional growth and well-being, ensuring a fulfilling career journey.

If you're ready to take your career to new heights in a stimulating and rewarding environment, we invite you to apply now and become part of our esteemed team!

Competitive salary with an annual pay review and bonus scheme.

Bonus: Performance Bonus + a 5% Christmas Bonus

Annual Leave: 27 days + Bank Holidays plus the ability to buy or sell 3 days

Pension Scheme: Auto enrolled into our Defined Contribution scheme initially at employee 5% and employer 3%, then upon successful completion of probationary period employee minimum rate of 4% and employer max rate of 9%

Death In Service: Cover at 4 times annual salary

Flexible Benefits: Employees have the ability to participate in cycle to work scheme, gym memberships and host of other options

Private Medical Insurance: Upon successful completion of probationary period the employee will be given the opportunity to join

Employee Assistance Programme: All employees have access to a confidential counselling helpline

Employee Share Scheme: The scheme is open to all employees who have passed their probationary period. It is a tax efficient method for employees to save in order to subscribe for shares in TL Dallas so they can share in the long-term future success of the Group.