Client Executive (Private Clients / High Net Worth)

Client Executive (High Net Worth /Private Clients) Marsh London/Letchworth

The company: Marsh

• Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services.

The role: Client Executive (High Net Worth /Private Clients)

• We have a fantastic opportunity to join our Private Clients team based in London/Letchworth. Reporting to the Sales Director, the successful candidate will work alongside a designated team responsible for identifying new business opportunities and ensuring the profitable handling and growth of Private Client accounts in line with the overall client relationship management strategy.

What can you expect?

• You can expect to work within a fast paced specialized team managing a book of Private Clients and accountable for retention, delivery and growth within the book
• This role can be either office based or mixed remote/office based offering you the opportunity and flexibility to work within a specialized team from the comfort of your own home.

What you will be rewarded with?

• We offer competitive salaries and comprehensive benefits.
• We also support programmes including: health & welfare, tuition assistance, pension, employee assistance program, career mobility, employee network groups and volunteer opportunities.

We will rely on you to:

• Attain New Business Targets and Retention Targets
• Devise a contact plan with clients ensuring visits are conducted
• To review and provide technical advice and opinion on Clients' and Prospects' insurance programmes
• Liaising with Client Managers to ensure that all client instructions and requirements are handled promptly and accurately
• To put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirements
• Review insurer placements to ensure that best advice is offered at all times and that it meets the clients demands and needs
• Ensure pipeline is kept up to date and cases retargeted where required
• Maintain and increase revenue from existing client portfolio
• Proactive development of new business streams from referrals, recommendations and cross selling as per the new business procedure
• Develop a proactive inter branch relationship with commercial/corporate colleagues to establish a referral network
• Collection of client premiums within guidelines and Aged Debt Management
• Maintain productive relationship with Client Manager to ensure consistent and efficient service to clients and deliver set service level agreements
• Develop strong relationships with Insurers
• To operate in accordance with FCA and company agreed processes
• Work towards individual KPI's as set by Line Manager

What you need to have:

• Demonstrable experience of working in a similar capacity and taking ownership of similar responsibilities within Private Clients would be advantageous, however a broader Commercial Insurance background will also be considered.
• Proven background in meeting and exceeding sales targets will be essential.
• A significant amount of travel will be required to client sites when we return to business as usual; therefore the successful individual must have a full UK Driving Licence and the means to travel across the UK.
• Demonstrable capabilities in account administration, negotiation and client management.
• Cert CII preferred, but not essential.

What makes you stand out:

• Experience within High Net Worth / Private Clients
• Experience with Acturis

About us

Marsh is the world's leading insurance broker and risk adviser. With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annualized revenue approaching $17 billion. Through its market-leading businesses, including Mercer, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.

Marsh & McLennan Companies and its affiliates aim to attract and retain the best people regardless of their gender expression or identity, marital and civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs.