Insurance Account Executive - HNW

Account Executive - Private Clients Job Market: Insurance Broker / Account Executive Account Executive - Private Clients About the role As an Account Executive you will manage a portfolio of Private Client, Mid-Market, and Emerging Wealth accounts, providing bespoke insurance solutions to high-net-worth individuals and families. Your role involves understanding clients' unique needs, managing renewals, and identifying growth opportunities within your portfolio. Account Executive - Private Clients Key duties Client Relationship Management: Manage your client book, focusing on growth and cross-selling in Private Client, Mid-Market, and Emerging Wealth sectors. Build strong relationships, provide tailored solutions, and ensure high-quality service. New Business Development: Identify new opportunities, leverage market insights, and convert leads to drive growth. Renewal & Policy Management: Oversee renewals, secure competitive terms, and adjust policies as clients needs evolve. Compliance & Risk Management: Ensure adherence to regulatory requirements and maintain accurate client documentation. Collaboration & Teamwork: Work with internal teams to ensure seamless service and share market insights. Market Knowledge & Engagement: Stay updated on industry trends, build relationships with insurers, and share insights with the team. Account Executive - Private Clients Key requirements Experience in 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. Strong communication, negotiation, and organizational skills.

Location: Sheffield, Yorkshire, GB

Posted Date: 9/9/2025