High Net Worth Account Executive - West Yorkshire / Hybrid

Posted: 03 December 2024

Job description

This is a fantastic opportunity to join a highly respected and long established insurance brokerage; well known for having a low staff turnover and for being committed to providing work / life balance.  The branch MD is very family oriented and keen to ensure that the business is very accommodating and flexible.

This is a key positon, taking a lead role where “Private Clients” are concerned, mainly medium to High Net Worth clients, the vast majority of which are connected to the commercial portfolio. Although a desk based role, you will also be visiting clients, mainly focused on existing clients as well as responding to new enquires and looking for opportunities to expand the book.

Ideal applicants will have previous High Net Worth experience gained within a broking environment, although we will consider those from insurer backgrounds keen to move across into broking. It is important that you have strong communication skills and have a good level of HNW insurance knowledge.

Our client is conveniently located with plenty of parking available, currently working on a 3 days in the office, 2 days from home basis. The office is permanently open, so if you prefer to work from the office every day, you can do so. If you require a level of flexibility to fit around family commitments (school runs etc.), this should be no problem.

This role comes with an excellent basic salary + a comprehensive benefits package. The business is growing and so there is plenty of room to develop your career and to work towards a more senior positon. ACII qualifications will be fully supported.

For further information, please contact Tim Cryer on 01423 313909 or email your CV to tim@cryerbaker.co.uk