Job Description

Job Advert

Role Profile

Job title



Private Clients Executive



Department



Private Clients



Location



Redhill (Hybrid)



Reporting to



Head of Private Clients



Main purpose of job



To drive internal and external new business through proactive development from sources such as internal referrals, cross-selling to the existing book and through external introducers, along with profitable growth within the Private Clients team.



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 have an established Private Clients teams based in Redhill, consisting of 14 members, managing a range of personal insurances with a key focus on household and motor.


The team is in growth mode and opportunities to shape this role are excellent should individuals demonstrate the required skills and success in their role.


The Private Clients teams focus is achieving ambitious profitable growth plans through the successful development and implementation of our High-Net-Worth strategy.

Key Accountabilities

General responsibilities



Deliver the Private Clients game plan through driving the new business development and profitable growth within the Private Clients team Client Relationship management - you will have overall responsibility for your clients including service and broking co-ordination Proactively generating and executing opportunities to win new clients and grow the book Build strong relationships with internal and external stakeholders. Client visits to provide a personal face-to-face service to our clients. Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD) completing a minimum of 35 hours of CPD for qualified employees 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 the annual Private Clients new business targets Develop relationships with internal stakeholders and current introducers to generate new business introductions/ referrals Proactively find, pitch to and build new external relationships with introducers to generate new business leads Drive cross-selling across the Private Clients division from our existing client base Manage new business leads from the initial client conversation through to new business completion, including insurer negotiations and system administration. Support the wider team through training and development to drive more enquiries from the existing client book. Build a new business pipeline recorded by the Opportunities Dashboard Complete meeting Trip Reports within the agreed SLA

Renewal Business



Developing the renewal strategy for each of your clients to ensure our policies renew smoothly Establishment any changes to client demands, needs, cover requirements through fact finding and underwriting information updates Negotiating with our trusted insurer panel to secure the right terms for our clients. Cross-selling products to existing clients Generating new business referrals for the wider Verlingue business from your existing clients.

Person Specification

Essential

Desirable

Qualifications

Cert CII


X



DIP CII


X

Skills, Knowledge & Attributes

Considerable experience in the Private Clients insurance industry


X



Demonstrable drive, self-motivation and determination to achieve results


X



An excellent market reputation with insurers


X



A proven track record of proactively developing and managing new introducer relationships


X



A proven track record of managing HNW clients


X



A strong working knowledge of the Acturis system


X



Professional and able to demonstrate the Verlingue Values & Behaviours to drive culture within the team.


X



Consistently demonstrate the Verlingue Values & Behaviours conducive to achieving both personal and team objectives


X



Strong working knowledge of the Acturis system


X