Household HNW Account Manager, up to £40,000, Hertfordshire

Heat Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Household HNW Account Manager

Salary: £30,000-£40,000

Location: Hertfordshire

This is a fantastic opportunity to join a highly respectable Insurance Broker as a HNW Account Manager. You will head up and run the HNW Household Book looking to maintain and grow this account.

This is an excellent opportunity to join a small but ambitious Insurance Broker with a close knit team of insurance professional, who have achieved year on year growth are seeking to expand.


Generate revenue and develop the profitability of the business whilst ensuring full FCA compliance and a quality service is provided

Handle renewals, new business and mid-term adjustments across the book

Ensure all targets are achieved (new business, renewals, cross selling and overall profitability) and are attained compliantly with FCA regulation

Ensure all other company practices and procedures are followed and adhered to

Negotiation and presentation to insurers in order to secure most appropriate cover for the client

Presentation of recommendations and cover to the client

Closing the sale and ensuring cover is on risk and securing cross selling business and referrals

Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business


Account Handling / Broking experience with good knowledge of HNW Household insurance risks

Strong organisational and time management skills

Good relationship skills

Working knowledge working within a financial services regulated environment

Enthusiasm, initiative, problem solver, dependability and accountability

Progression towards CII qualification

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: HNW, High Net Worth, Private Clients, Ultra High Net Worth, Estates, Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor, Account Executive, Client Account Executive, Business Development Executive, New Business Executive, New Business Account Executive, Client Servicing Executive, Business Development Manager, Account Director