Overview
We are looking to recruit an Account Executive for our Private Clients/High Net Worth team in our Warwickshire office. Our HNW team is composed of dynamic, supportive, and well-experienced team members who put excellent client service at the forefront of what they do. As a High Net Worth Account Executive, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions. How you'll make an impact Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions Conduct thorough risk assessments and analysis to determine appropriate coverage for clients Negotiate with insurance underwriters to obtain the best terms and conditions for clients Prepare and present insurance proposals to clients, explaining coverage options and pricing Process policy changes, endorsements, and renewals accurately and efficiently Handle claims on behalf of clients, ensuring prompt and fair settlement Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information About You Demonstrable experience as an Account Executive in the High Net Worth/Private Clients insurance sector Strong knowledge of HNW insurance products and coverage options Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues Proven track record of delivering exceptional customer service and exceeding client expectations Ability to work independently and manage a large portfolio of clients effectively Strong attention to detail and organisational skills Proficient in using insurance software (Acturis) and Microsoft Office Suite Eligible to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…