Job title: Private Client New Business Executive Location: London – A combination of office based and home based – flexibility to be discussed OVERVIEW 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.
RESPONSIBILITIES Manage and convert leads into salesGrow and maintain a book of clients by renewing policies and arranging client meetingsProcess instructions in a timely and efficient mannerIdentify cross-selling opportunities and potential gaps in client coverEnsure compliance with regulatory requirements and company proceduresMaintain good working relationships with clients, colleagues, insurers, and suppliersStay 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 neededSKILLS Strong sales and negotiation skillsExcellent communication and interpersonal abilitiesOrganisational and time management skillsAttention to detail and accuracyKnowledge of insurance products and servicesDAY-TO-DAY Managing and converting leads into salesRenewing policies and arranging client meetingsProcessing instructions and identifying cross-selling opportunitiesMaintaining client relationships and staying updated with industry developmentsBENEFITS Health and wellness benefitsFlexible working arrangementsIf you have the relevant experience or know someone that does please contact us now on 07458 162 844 or email us at ******
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