Account Executive – Private Clients

Lawes Insurance Recruitment; England; On-site; GBP 35,000 - 45,000; Full time

Job summary

A reputable insurance brokerage in Buckinghamshire is looking for an experienced Account Executive to join their Private Client team. The successful candidate will focus on managing a portfolio of personal lines clients, ensuring exceptional service and compliance with all regulations. Ideal candidates will have experience in personal lines insurance and strong communication skills. This is an excellent opportunity to grow within a dynamic team.

Qualifications

• Previous experience in personal lines insurance role.
• Knowledge of home, motor, and travel insurance products.
• Understanding of FCA compliance and Consumer Duty principles.

Responsibilities

• Develop and maintain strong relationships with clients.
• Handle renewals and policy reviews.
• Identify and pursue new business opportunities.

Skills

Clear communication

Attention to detail

Organisational skills

Proactiveness in business development

Familiarity with insurance systems

Collaboration

Client service focus

Education

Professional qualifications (e.g. Cert CII)

Tools

Acturis

Job description

Job title: Account Executive – Private Clients

Location: Buckinghamshire

Purpose of Role

Lawes Recruitment is working on behalf of a respected insurance brokerage to appoint a dedicated and professional Account Executive to join their growing Private Client team. The role focuses on managing and developing a portfolio of personal lines clients, delivering tailored insurance solutions across home, motor, travel, and high-value policies. You’ll be responsible for strengthening client relationships, handling renewals, generating new business, and ensuring ongoing service excellence in line with FCA and Consumer Duty standards.

Responsibilities

• Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
• Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
• Identify and pursue new business opportunities through referrals, networking, and warm leads
• Liaise with insurers to negotiate favourable terms and present suitable product options
• Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
• Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
• Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

Day-to-day

• Engage with clients to manage enquiries, provide guidance, and deliver personalised insurance advice
• Oversee and process renewals, ensuring coverage remains appropriate and competitive
• Work proactively to expand your client base and support wider team objectives
• Communicate with insurers and underwriters to secure favourable outcomes for clients
• Use insurance systems (e.g., Acturis or similar) to maintain accurate records and handle policy administration

Experience & Requirements

• Previous experience in a personal lines insurance role (e.g. Account Executive or client‑facing broker)
• Working knowledge of products such as home, motor, and travel insurance
• Familiarity with insurance platforms and client management systems
• Understanding of FCA compliance and Consumer Duty principles
• Working towards or willing to study for professional qualifications (e.g. Cert CII)
• Experience in handling renewals, new business, and general personal lines account servicing

Skills

• Able to communicate clearly and professionally with clients, both verbally and in writing
• Strong attention to detail and organisation, with the ability to manage a varied portfolio efficiently
• Comfortable working in a fast‑paced environment, balancing multiple client needs and priorities
• Proactive in identifying opportunities for new business and following through to conversion
• Confident using insurance systems and technology to process and update policy records
• Naturally collaborative, with a willingness to work closely with colleagues to achieve team goals
• Focused on delivering excellent client service and maintaining long‑term relationships

If you have the relevant experience or know someone that does please contact me now on 07458162842 or email us at [e-mail]