Private Clients Insurance Account Executive

Job title: Private Clients Insurance Account Executive
Location: Reading
Industry: Insurance
Salary: £40,000 - £50,000 Per Annum
Reference: 1643
Contact name: Morgan Whittaker-Beecroft
Contact email:

Job description

Boxtree are supporting a respected insurance brokerage whom are looking to appoint an experienced private clients account executive to join the team.


Your Role:


  • Assist the Sales and marketing Director in achieving the group sales target
  • Support strategic portfolio growth by managing a portfolio of Corporate-level clients
  • Developing long-lasting relationships with clients
  • Being the key client-facing representative of the business
  • Use technical knowledge to design and offer solutions to cross sell opportunities
  • Present new business and renewal reports/presentations as and when required
  • Plan and carry out marketing opportunities when needed


Ideal Qualities:


  • Knowledge of HNW/private clients insurance, ideally at least 4 years experience
  • Relationship building/management
  • Strong communication skills
  • Cert CII qualifications or working towards


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.


Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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