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HNW Insurance Executive

Company

Cameron James Professional Recruitment

Location

Fareham, United Kingdom

Type

Full-time

High Net Worth – Private Clients Insurance Executive – Hampshire – Excellent Salary & Benefits DOE

This role is focused on developing new business while managing and growing a portfolio of affluent and High Net Worth clients. You'll be responsible for building strong client relationships, understanding complex insurance requirements, and delivering a tailored, high-touch service across a range of personal insurance products.

Key responsibilities include:
• Generating new business through networking, referrals and proactive business development.
• Managing and developing a portfolio of High Net Worth clients.
• Advising clients on their insurance and risk management requirements.
• Negotiating with insurers to secure the most suitable cover and competitive terms.
• Maintaining excellent client retention through exceptional service delivery.
• Identifying cross-selling opportunities and supporting the continued growth of the business.
• Ensuring all...

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