HNW Account Executive Role (Client Manager)
Office Based - The Blade, Abbey Square, Reading, RG1 3BE
We are delighted to be recruiting for a brand new exciting role as an Account Executive in a dynamic company here at Saxon Insurance Brokers Ltd.
Saxon Insurance Brokers is a specialist private client insurance brokerage arranging insurance for high-value individuals, collectors, and owners of complex assets.
We work with clients across a wide range of insurance requirements, including high-value homes, supercars, classic car collections, yachts, jewellery, watches, handbags, fine art, renovations, and other valuable possessions.
The business also operates Collection Cover, a digital insurance platform designed specifically for collectors, allowing clients to arrange and manage cover for watches, jewellery, handbags, art, trading cards, memorabilia, and other collectables online.
We are seeking a Account Executive to join our team in Reading. This is a full-time, office-based position that provides an opportunity to grow a career within a specialist insurance brokerage.
Role Description:
- Assisting with the preparation of insurance quotations and renewals.
- Communicating with clients to understand their insurance requirements.
- Liaising with insurers and underwriters regarding policy terms and pricing.
- Managing client documentation and maintaining accurate records.
- Supporting the administration and servicing of existing client accounts.
- Handling client queries and providing assistance throughout the policy lifecycle.
- Building and maintaining professional relationships with clients and insurer partners.
- Ensuring all work is completed accurately and in line with FCA regulatory requirements.
Skills we are looking for:
- Motivated and excellent communication skills
- Having the ability to prioritise tasks as well as multitasking
- Have a good understanding of the business and its targets
- Being organised and able to work well under pressure
- Ability to take on tasks independently as well as working well in a team
- A positive ‘can- do’ attitude
- Ability to create and manage your own network to generate new business
What we want you to have:
- At least 3 years experience in Personal Lines operating in the HNW/MNW market
- A person keen to get stuck in and think outside the box helping anywhere required
- Appreciate a fast growing business is all hands on deck at all times
What experience you need:
- Great communicator via phone and written
- Organised
- Outgoing
- Self motivated with an entrepreneurial spirit
- Results-driven with a growth mindset
- Keen to be an integral part of a fast growing business
- Great time and diary management
Job Type: Full-time
Pay: £35,000.00 per year
Application question(s):
- This is a full-time office-based role, requiring attendance five days a week. Are you able to commit to working from the office each day?
Education:
- A-Level or equivalent (preferred)
Experience:
- HNW/MNW Insurance: 3 years (required)
Work Location: In person
