Insurance Private Clients / HNW Account Executive

Company: IDEX Consulting Ltd
Apply for the Insurance Private Clients / HNW Account Executive
Location: Essex
Job Description:

Job Advert: Private Clients / HNW Account Executive

Location: Essex

Salary: £45-£65k + Equity Opportunity + Benefits

A leading insurance brokerage is seeking an experienced and dynamic Private Clients / High Net-Worth (HNW) Account Executive to join their growing team. This is a unique opportunity for an ambitious professional to build and lead the development of a new division within the private clients insurance space.

The successful candidate will have the chance to leverage their proven track record in client development to manage and grow a portfolio of high-value clients, supported by dedicated account handling teams, a marketing and events budget, and business development resources.

Key Responsibilities:

  • Develop and manage a portfolio of private clients and HNW accounts, ensuring exceptional client service and satisfaction.
  • Identify and pursue new business opportunities within the private clients/HNW market.
  • Build and nurture long-term relationships with clients, utilizing an established network and industry connections.
  • Lead the development and growth of the private clients insurance division, with support from the senior leadership team.
  • Utilize a dedicated marketing and events budget to promote the division and expand business outreach.
  • Work closely with internal account handling teams to ensure smooth delivery of services.
  • Provide regular updates on business development, client retention, and division performance.

About You:

  • A proven track record of successfully developing and managing high-value clients within the private clients/HNW insurance sector.
  • Strong connectivity and a well-established network within the HNW sector.
  • Entrepreneurial mindset, with the ability to take ownership of business growth and drive new initiatives.
  • Excellent relationship-building skills, both with clients and internal teams.
  • In-depth understanding of the unique needs and expectations of HNW clients.
  • Strong communication, negotiation, and presentation skills.
  • Previous experience in a similar role within an insurance brokerage is highly desirable.

What’s On Offer:

  • A competitive salary package and performance-based incentives.
  • The opportunity to build and lead a new division, with full support from the business.
  • Equity opportunity for the right candidate, offering a chance to have ownership in the business.
  • A dedicated budget for marketing, trade events, and business development.
  • Ongoing professional development and support to help you thrive in your role.
  • A dynamic and collaborative work environment with a strong team ethos.

This role is ideal for a motivated and experienced Account Executive looking for a chance to shape the future of a growing business while enjoying a high level of autonomy. If you have the right experience and ambition to take on this challenge, apply now to take the next step in your career.

Posted: April 16th, 2025