Private Clients Executive

Verlingue -
Redhill

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Job details

Full-time
3 days ago

Qualifications

Lead generation for financial services industry
Stakeholder collaboration
Client engagement
Stakeholder liaison
Business development
Partnership building
Customer renewal management
Relationship management
Insurance sales
Networking
Business lead generation
Certificate in Insurance

Full job description

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Role Profile

Job title

Private Clients Executive

Department

Private Clients

Location

Redhill (Hybrid)

Reporting to

Head of Private Clients

Main purpose of job

To deliver profitable growth for the Private Clients team by:

1. Generating new business through your own new business activity and maximising referral opportunities from other divisions within Verlingue, from existing clients and by developing a strong professional KBI network &

2. Managing and growing your personal client portfolio through cross-selling within the existing client base

Company Vision

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview

Verlingue's Private Clients team is a well-established and growing division based in Redhill, comprising 14 experienced professionals specialising in Private Client insurance, with a particular focus on household and motor risks.

This is an exciting opportunity to join a high-performing team with ambitious growth plans and play a key role in delivering our strategic objective of becoming a HNW specialist. The successful candidate will have the opportunity to make a meaningful contribution to the continued success of the division while developing their own career within a supportive, collaborative and forward-thinking business.

Our focus is on delivering sustainable, profitable growth through the successful execution of our HNW strategy, underpinned by exceptional client relationships, strong insurer partnerships and a commitment to service excellence.

Key Accountabilities

General responsibilities

Achieve individual new business, retention and income targets in line with team objectives.
Proactively identify, develop and secure new business opportunities within the High Net Worth (HNW) Private Clients sector.
Manage and grow a portfolio of affluent and HNW clients, providing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.
Negotiate with insurers to secure competitive terms and bespoke insurance solutions for high-value and complex risks.
Support and mentor team members by providing technical insurance knowledge, market insight and best practice guidance across the Private Clients portfolio.
Act as a role model within the team, demonstrating the highest standards of professionalism, client service and technical expertise.
Ensure all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.

New Business

Achieve and exceed individual and team income targets in line with divisional objectives.
Drive own new business production by building, monitoring and maintaining a sustainable pipeline of prospective clients through networking, referrals, KBI’s and personal business development activity.
Develop and maintain strong relationships across the wider Verlingue Group to identify, generate and convert internal referral opportunities, supporting both client outcomes and business growth.
Build relationships with professional introducers to create a sustainable source of new business opportunities.
Represent Verlingue at networking events, industry functions and client meetings, raising the profile of the Private Clients proposition.
Support the growth of the team by coaching and mentoring colleagues on business development activity, relationship management and new business conversion.

Renewal Business

Demonstrate role model behaviour through managing and growing a portfolio of Private Clients, developing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.
Conduct comprehensive client reviews to understand evolving insurance requirements and identify opportunities for cross-selling and upselling.
Ensure high levels of client retention through proactive account management and regular engagement.
Identify opportunities to strengthen client relationships through cross-selling, upselling and the introduction of additional services.
Work collaboratively with the team and insurer partners to deliver an efficient, seamless and high-quality renewal experience.

Person Specification

Essential

Desirable

Qualifications

Cert CII

DIP CII

Skills, Knowledge & Attributes

Extensive experience within the High Net Worth in the Private Clients sector in a Client Executive role responsible for new business and client management.

Self-motivated, driven and results-oriented, with a proven ability to achieve and exceed business objectives.

Highly regarded within the insurance market, with established and credible relationships across insurer partners.

Demonstrable success in developing, nurturing and converting KBI’s relationships to generate sustainable business growth.

Proven track record of managing and growing High Net Worth client portfolios, delivering exceptional client outcomes and retention.

Strong technical knowledge of High Net Worth insurance products and solutions, with the ability to support colleagues on complex client requirements.

Acts as a positive role model, consistently demonstrating the Verlingue Values and Behaviours and contributing to a high-performance team culture.

Builds strong collaborative relationships across teams and stakeholders, supporting both individual and collective success.

Demonstrates professionalism, integrity and accountability in all client, insurer and colleague interactions.

Proficient in the use of Acturis, with a strong understanding of its application across client servicing and business development activities.

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