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Client Executive - High Net Worth

  • Date Posted: 24/06/2021
  • Employment Type: Full Time, Permanent
  • Working Pattern: Monday to Friday 8.45am to 5.00pm
  • Location: Twickenham
  • Division: Private Clients

Sutton Winson Ltd, one of the UK’s largest independent Insurance Brokers, are looking for an experienced Client Executive (Senior Client Handler) to join their Private Clients Team in Twickenham to support with managing a large national portfolio of High Net Worth clients.

THE ROLE

Our Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals. 

On a day to day basis, you will have responsibility for administering policies, liaising with Insurers and clients to find the best solutions, provide support to the Client Managers and act as a reliable and informed point of contact for clients.

Additionally, you will:

  • Provide a positive client experience through careful and tailored communication
  • Manage renewals with accuracy and confidence
  • Confidently deal with policy adjustments, renewal invitations and placing policies
  • Assist with new business and identify cross-selling and upselling opportunities
  • Handle day-to-day enquiries
  • Manage Insurer relationships
  • Manage own book of business, ensuring insurance needs (however bespoke) are met

It’s also important that you have the confidence to seek and maximise opportunities with existing relationships and emerging wealth, as you’ll be developing and growing your own book of business as part of a Team that owns its budget and takes responsibility for its success.

You’ll be ready for a challenge and be looking to develop your professional career within a close-knit, friendly team.  You’ll be provided with all the tools you need to make this role a success, including; product specific training, peer support and a fully funded CII journey.

If successful, you would be joining one of the highest performing teams within the business with plans in place to grow by 25% within the next 3 years.

SKILLS & EXPERIENCE

We're looking for:

  • A technically strong understanding of Personal Lines products in the High Net Worth Market
  • Agile and intuitive thinking; an ability to make decisions quickly and confidently
  • Effective organisation, accuracy and attention to detail
  • Solid workload management skills
  • Effective, confident & considerate communication and an ability to adapt your communication style accordingly
  • Excellent level of written and verbal communication
  • Abilty to demonstrate exceptional levels of integrity and discretion at all times
  • Strong organisation, accuracy and attention to detail
  • Passion, energy and a strong customer service ethos
  • IT confidence and ideally, experience of using the Acturis broking system
  • Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths
  • Cert CII qualified or be prepared to start and commit to your Cert journey

Whilst we naturally welcome professionalism, accuracy and technical ability, we also put a high value on personality, team fit and the ability to make a positive difference to your team and wider company. 

REWARDS & BENEFITS

We love working with great people and are passionate about providing a supportive and nurturing environment.  We want you to be at the top of your game, so will actively encourage regular training and personal development through online learning, peer mentoring, lunch & learn sessions and external training.

You’ll thrive on being challenged in a role that provides balance and reward in equal measures and, in return, you’ll benefit from:  

  • A rewarding role within a supportive and fun working environment for a company with an exceptional industry-wide reputation for training and development
  • A generous annual salary, reflective of your experience and commitment
  • Annual Profit Share Bonus
  • Fully funded CII journey (including Membership, Study Materials, Exam Entry and paid study leave) plus achievement awards
  • Private Healthcare Insurance
  • 22 days annual leave (plus Bank Holidays), rising annually up to 27 days
  • Season Ticket Loans & Bike to Work Scheme
  • Auto Enrolment Pension

WHY CHOOSE SUTTON WINSON?

We are a people-centric company.  To prove this, we:

  • Are Investors in People Gold Award holders
  • Hold Chartered Broker status
  • Were voted Top 5 Independent Insurance Broker to Work for
  • Were awarded a Training award at Insurance Age Broker Awards

Our delivery of high quality, bespoke services is backed by our core values: Passionate, Expert, Straightforward and Ethical and we look for people who can demonstrate these consistently.

WORK + LIFE = BALANCE

  • Regular Training opportunities (including CII, online portal, peer mentoring)
  • Bright, open-plan offices, based in Twickenham town centre, 5-10 minutes’ walk from the mainline station and bus routes (no onsite parking). 
  • Daily dress down policy
  • Family friendly, supportive environment
  • Active wellbeing Programme with Employee Assistance Programme
  • Regular Team Building and social events (including Christmas party)
  • Proactive Corporate Social Responsibility Team with opportunities to get involved in fundraising and community focused activities.

COVID-19

The health and safety of our staff is of paramount importance to us, therefore, following detailed and regular Risk Assessments, we have implemented strict health and safety measures in our offices including; remote working, distanced desks, staff rotation, personal use IT and telephony equipment, a one way system and sanitation points.  We ensure that we follow the guidelines set out by the UK Government and implement appropriate changes, when necessary.

Equality & Diversity Commitment

Sutton Winson Ltd recognises and encourages the values that diversity brings and are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, race, colour, nationality, ethnic or national origin, age, disability, sexual orientation, gender reassignment, religion or belief, marital or civil partner status or pregnancy and maternity.  We therefore positively encourage applications from all suitably qualified and eligible job applicants.

A role with Sutton Winson will offer you the chance to learn and develop, progress and succeed and to work with some really great people in a friendly and supportive environment.

Apply today if you think Sutton Winson could work for you.  

By applying for this position you are consenting Sutton Winson to contact you via phone or email regarding this or future vacancies. We will keep your details and your CV for 6 months, you can opt out by emailing recruit@swib.co.uk. After this period it will be disposed of in the correct manner. Please select to confirm.

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Friendly but professional group of people, everyone seems very proud to say they work here and takes pride in their work. 

Olivia Blanco

Client Executive, Commercial

Great place to work. Good atmosphere. Awesome staff. 

Annis El Marzak

Client Handler, Employee Benefits (New Business)

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