Client Executive

About the job

Job title: Private Clients Executive

Department: Private Clients

Location: Redhill (Hybrid)Reporting to: Head of Private Clients

Main purpose of job

To deliver profitable growth for the Private Clients team by:

1. Generating new business through your own new business activity and maximising referral opportunities from other divisions within Verlingue, from existing clients and by developing a strong professional KBI network
2. Managing and growing your personal client portfolio through cross-selling within the existing client base

Company Vision

To build a large, European, independent, family-owned insurance brokerage group in which talents blossom and client satisfaction is continually high.

Department Overview

Verlingue's Private Clients team is a well-established and growing division based in Redhill, comprising 14 experienced professionals specialising in Private Client insurance, with a particular focus on household and motor risks.

This is an exciting opportunity to join a high-performing team with ambitious growth plans and play a key role in delivering our strategic objective of becoming a HNW specialist. The successful candidate will have the opportunity to make a meaningful contribution to the continued success of the division while developing their own career within a supportive, collaborative and forward-thinking business.

Our focus is on delivering sustainable, profitable growth through the successful execution of our HNW strategy, underpinned by exceptional client relationships, strong insurer partnerships and a commitment to service excellence.

Key Accountabilities

General responsibilities

• Achieve individual new business, retention and income targets in line with team objectives.

• Proactively identify, develop and secure new business opportunities within the High Net Worth (HNW) Private Clients sector.

• Manage and grow a portfolio of affluent and HNW clients, providing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.

• Negotiate with insurers to secure competitive terms and bespoke insurance solutions for high-value and complex risks.

• Support and mentor team members by providing technical insurance knowledge, market insight and best practice guidance across the Private Clients portfolio.

• Act as a role model within the team, demonstrating the highest standards of professionalism, client service and technical expertise.

• Ensure all communications, documents, invoices are issued in a compliant way in line with company Policies & Procedures and full utilisation of Acturis.

New Business

• Achieve and exceed individual and team income targets in line with divisional objectives.

• Drive own new business production by building, monitoring and maintaining a sustainable pipeline of prospective clients through networking, referrals, KBIs and personal business development activity.

• Develop and maintain strong relationships across the wider Verlingue Group to identify, generate and convert internal referral opportunities, supporting both client outcomes and business growth.

• Build relationships with professional introducers to create a sustainable source of new business opportunities.

• Represent Verlingue at networking events, industry functions and client meetings, raising the profile of the Private Clients proposition.

• Support the growth of the team by coaching and mentoring colleagues on business development activity, relationship management and new business conversion.

Renewal Business

• Demonstrate role model behaviour through managing and growing a portfolio of Private Clients, developing exceptional levels of service and advice, becoming a trusted adviser for their personal insurance needs.

• Conduct comprehensive client reviews to understand evolving insurance requirements and identify opportunities for cross-selling and upselling.

• Ensure high levels of client retention through proactive account management and regular engagement.

• Identify opportunities to strengthen client relationships through cross-selling, upselling and the introduction of additional services.

• Work collaboratively with the team and insurer partners to deliver an efficient, seamless and high-quality renewal experience.

Person Specification

Essential

• Cert CII

• Extensive experience within the High Net Worth Private Clients sector in a Client Executive role responsible for new business and client management.

• Self-motivated, driven and results-oriented, with a proven ability to achieve and exceed business objectives.

• Highly regarded within the insurance market, with established and credible relationships across insurer partners.

• Demonstrable success in developing, nurturing and converting KBI relationships to generate sustainable business growth.

• Proven track record of managing and growing High Net Worth client portfolios, delivering exceptional client outcomes and retention.

• Strong technical knowledge of High Net Worth insurance products and solutions, with the ability to support colleagues on complex client requirements.

• Acts as a positive role model, consistently demonstrating the Verlingue Values and Behaviours and contributing to a high-performance team culture.

• Builds strong collaborative relationships across teams and stakeholders, supporting both individual and collective success.

• Demonstrates professionalism, integrity and accountability in all client, insurer and colleague interactions.

Desirable

• DIP CII

• Proficient in the use of Acturis, with a strong understanding of its application across client servicing and business development activities.