Private Client Account Executive
Private Client Account Executive
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1 Vacancy
Job Description
Job Description
Private Client Account Executive
Overview:We are seeking a dedicated Private Client Account Executive to join our clients 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 insurances for designated clients
- Build a detailed knowledge of designated clients
- Arrange an insurance program that suits the clients requirements
- Maintain a working knowledge of each clients insurance history and policies in force
- Ensure clients are aware of the unique services on offer
- Deliver fullservice to all clients with accurate records of meetings and discussions
- Assist in promoting positive sales development and crossselling activities
- Identify prospects and producers for new business
- Oversee and negotiate renewals with clients and insurers
- Provide appropriate backup on existing and new business
- Maintain compliance with the companys Procedures Manual and regulatory requirements
Qualifications:
- Bachelors 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
Daytoday:
- 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 performancebased 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 clients team and make a meaningful impact in the insurance industry.
Required Experience:
IC
Employment Type
Full-Time
