We are currently looking for a Senior Account Executive / Private Client Executive to be based out of our welcoming and professional Leicester office.
This position will manage and develop a portfolio of HNW and Private Client customers, delivering exceptional customer service, strong retention performance, and sustainable growth through new business and account development.
The role requires a consultative approach, ensuring clients receive tailored insurance solutions that meet their individual circumstances and evolving insurance needs.
Key Responsibilities
Client Relationship Management
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Manage and retain an allocated portfolio of private clients.
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Conduct thorough annual client reviews and identify any changes in circumstances, exposures, or insurance requirements.
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Develop and maintain strong long-term relationships with clients, introducers, insurers and internal stakeholders.
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Deliver a highly personalised and professional service consistent with the expectations of HNW clients.
Insurance & Technical Responsibilities
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Obtain and negotiate quotations from insurers and recommend the most suitable cover solutions.
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Ensure all renewals are invited, reviewed and completed within regulatory and business timescales.
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Process new business, renewals, mid-term adjustments and other policy changes accurately.
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Identify gaps in cover and proactively recommend suitable protection solutions.
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Review all policy documentation for accuracy before issue.
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Maintain accurate client records and ensure all communications are appropriately documented.
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Support clients through the claims process and liaise with insurers as required.
Business Development
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Achieve agreed retention, income and new business targets.
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Generate opportunities through referrals, networking and existing client relationships.
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Identify opportunities to cross-sell and upsell appropriate products and services.
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Support branch and team growth strategies through proactive client engagement.
Compliance & Operational Excellence
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Ensure all activities are conducted in line with FCA regulations, Consumer Duty requirements and company procedures.
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Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
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Support credit control activities and assist in timely collection of premiums.
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Complete all mandatory learning, training and CPD requirements.
The Rewards:
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A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
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Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
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Full support for your professional development (including fully funded qualifications)
Skills & Experience
Essential
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Experience within Private Client, HNW or Personal Lines Insurance.
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Excellent communication and relationship-building skills.
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Ability to manage multiple priorities and work to deadlines.
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High attention to detail and commitment to delivering quality outcomes.
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Competent user of insurance systems, insurer portals and Microsoft Office applications.
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Understanding of FCA regulations and customer outcome requirements.
Desirable
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Cert CII qualified or working towards qualification.
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Experience dealing with complex High Net Worth risks.
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Existing Acturis knowledge.
Legal
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.