17 Oct
Jensten Group
Bristol
Job description
The role
We’re now looking for a motivated & experienced Private Clients / High Net Worth (HNW) Account Executive, to join us here at the Jensten Group.
This is a brand-new role as we are now in the position to really focus on our High Net Worth proposition- which you will help to lead, and grow! The main purpose of the role is to generate New Business (main aspect), service and help grow the HNW account nationwide- we can be flexible with hybrid / remote working (travelling to offices and visiting clients when needed).
This will involve visiting high value clients and converting new business enquiries, looking after policies (midterm and at renewal time) for household, motor and other HNW areas.
Some key objectives & responsibilities will include :
- Prepare market presentation, review and manage documentations for clients
- Generate new business and develop strong long-lasting relationships with clients
- Building relationships with wider partnerships and Brokers, liaising with Underwriters to secure the best terms for the client and prepare any relevant technical documentation
- Manage relationships with clients to ensure high levels of customer service
- To ensure compliance with local procedures, customer service standards and external compliance regulations, e.g. FCA
- Dealing with all renewal business from inception to completion (to include client enquiries, and any mid-term adjustments)
About you
As our Private Clients / HNW Account Executive, you’ll have excellent communication and written skills with a keen eye for detail.
You will be the type of person who is passionate about new business and growing the book / client base- constantly looking to secure opportunities and leads- and building relationships.
There’s a fantastic commission structure in place as well as a very competitive salary- so you will be rewarded handsomely for all of your hard work! You can expect fantastic career progression, training & development within the role and Insurance Industry in general.
You will also be or have :
- Proven experience within Private Clients and HNW products in a broking role (essential), and generating new business
- Experienced with placing risks across composite and MGA Markets
- A proven track record of winning new business and maintaining a client base
- Have an existing client base to bring across (ideally)
- Experience of working with internal departments (e.g Marketing) to deliver effective new business campaigns
- Able to network & build working relationships easily, with clients and introducers
- Drive and genuine passion to learn and develop within Insurance
- Able to use initiative and can multi-task, updating relevant systems and admin
- Acturis systems knowledge & experience (ideally)
- Relevant qualifications (e.g Cert CII) or working towards (ideally)
Rewards & Benefits
When you join us, you can expect a supportive culture and an attractive range of rewards and benefits which include :
- Competitive salary with an annual pay review and bonus scheme.
- Flexibility with Hybrid working options (3 in the office and 2 from home once settled in), or remote
- 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice)
+ bank holidays
- Auto enrolment into our excellent pension scheme (5% employer matched contribution)
- Flex-benefits- A range of flexible benefits to choose from, that are most important to you
- Group Life Assurance cover- a massive X4 of salary
- 3 months Maternity, Paternity & Adoption leave all fully paid
- Professional qualification study support relevant to your role and career
- Perks at work- amazing discounts on cinema tickets, meals out, luxury items etc.
- Holiday purchase scheme- up to 5 days annually
About Us :
Launched in 2018 Jensten is one of the UK's largest independent broking groups. Growing organically and through strategic acquisition we now place over £600m GWP into the market via our retail insurance broking,
Lloyd's and London Market broking, and specialist underwriting arms.
We fill the void in the market between a consolidator and a provincial broker. We have the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus.
Which is why we are not just one of the leading independent broking groups, we are one of the most exciting too.
And that is why you should join us!
Our goal is to have people in our Group that enjoy being part of one team with the shared commitment to delivering insurance distribution excellence.
A big part of how we do this is by listening and then acting on what we hear. Our EVP work is key to maintaining and enhancing our culture and making Jensten Group a fantastic place to work, learn and grow.
▶️ Private Clients/ HNW Account Executive (New Business)
🖊️ Jensten Group
📍 Bristol