Insurance Account Executive - HNW, Sheffield, South Yorkshire
This job is for an Account Executive - Private Clients in the insurance sector, focusing on high-net-worth individuals and families. The role involves managing client portfolios, developing new business, overseeing renewals, ensuring compliance, and collaborating with internal teams.
Key duties include:
* Managing client relationships and providing bespoke insurance solutions
* Identifying new business opportunities and converting leads
* Handling renewals and policy adjustments
* Ensuring regulatory compliance and accurate documentation
* Working with internal teams and building insurer relationships
* Staying updated on industry trends and sharing insights
Requirements:
* Experience managing mid to high-net-worth portfolios
* Knowledge of insurance products and strong communication skills
* Industry qualifications (e.g., Cert CII) and experience with insurance platforms
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