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HNW Account Executive

Insure Recruitment


Our client, a highly successful and rapidly growing international insurance broking group, is seeking an experienced Private Clients Account Executive to join their expanding High Net Worth team based in Farnborough.

This is an exciting opportunity for an insurance professional with strong experience in High Net Worth Home Insurance and exposure to Motor and wider Personal Lines products. Working with an established portfolio of affluent and High Net Worth clients, you will provide expert advice, build trusted relationships and deliver exceptional levels of service whilst identifying opportunities to grow and develop client accounts.

You will be joining a highly respected business that places its people and clients at the heart of everything it does, offering genuine career progression, professional development and a supportive team environment.

The Role

As a Private Clients Account Executive, you will be responsible for managing and developing relationships with an existing portfolio of High Net Worth clients, ensuring their insurance arrangements continue to meet their evolving needs and circumstances.

Key responsibilities include:

  • Managing and developing an existing portfolio of High Net Worth and Private Clients
  • Providing expert advice on High Net Worth Home Insurance, Motor Insurance and associated Personal Lines products
  • Conducting detailed client reviews and fact-finds to fully understand client requirements and risk exposures
  • Building strong, long-term relationships through exceptional service and regular client contact
  • Delivering a consultative and advice-led approach tailored to each individual client
  • Working closely with insurers to negotiate competitive terms and secure the best outcomes for clients
  • Managing renewals, mid-term adjustments and new business enquiries
  • Identifying opportunities to enhance cover and increase portfolio penetration through cross-selling and upselling
  • Supporting clients with complex insurance requirements including high-value homes, contents, valuables, collections and prestige vehicles
  • Maintaining accurate records and ensuring compliance with FCA regulations and internal procedures
  • Collaborating with colleagues across the wider Private Clients team to achieve service and growth objectives
  • Acting as a trusted adviser and first point of contact for client

About You

We are keen to speak with candidates who have experience within a Private Clients, High Net Worth or Personal Lines insurance environment and who are passionate about delivering exceptional customer service.

You will possess:

  • Experience within Private Clients, High Net Worth or Personal Lines insurance
  • Strong knowledge of High Net Worth Home Insurance products and risks
  • Experience handling Motor Insurance and associated Personal Lines products
  • A proven track record of building and maintaining strong client relationships
  • Excellent communication and interpersonal skills
  • A consultative and client-focused approach
  • Strong organisational skills and attention to detail
  • Commercial awareness and the ability to identify opportunities within an existing portfolio
  • The ability to work effectively both independently and as part of a team
  • Cert CII qualification or a desire to work towards professional qualifications

Applications are welcomed from candidates currently working as:

  • Private Clients Account Executive
  • Private Clients Account Handler
  • High Net Worth Account Handler
  • HNW Account Executive
  • Personal Lines Adviser
  • Insurance Adviser
  • Client Executive
  • Insurance Broker

Benefits

  • Salary flexible DOE 
  • Hybrid working – 3 days in the Farnborough office and 2 days from home following training and induction
  • 25 days annual leave plus bank holidays, increasing with length of service
  • Life Assurance up to 4x annual salary
  • Income Protection cover
  • Contributory Pension Scheme (5% employer contribution)
  • Healthcare Cash Plan
  • Employee Assistance Programme
  • Discounted gym memberships across the UK
  • Salary sacrifice schemes including Cycle to Work, Technology Purchase and Car Leasing
  • Discounted personal insurance products including Home, Motor, Travel and Specialist Vehicles
  • Access to hundreds of high-street retailer discounts
  • Ongoing professional development and support towards Cert CII qualifications
  • Genuine opportunities for long-term career progression within a global insurance broking group
  • Free parking on site 

Why Join?

This is an opportunity to join one of the world's leading independent insurance broking businesses, renowned for its entrepreneurial culture, commitment to employee development and outstanding client service.

You'll become part of a collaborative and supportive team where your contribution is valued, your development is encouraged and your success is recognised. Whether you're looking to continue developing your expertise within the High Net Worth market or take the next step in your insurance career, this role offers an excellent platform for long-term success.

Apply Now

If you have experience within high net worth home insurance, private clients and/or HNW motor insurance and are looking for a new exciting opportunity working for a leading insurance broker, we would be delighted to hear from you.

All applications and enquiries will be handled in the strictest confidence.

To apply for this job please visit www.reed.co.uk.

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