Account Executive - Private Clients

Marsh & McLennan Companies; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance broker in Leeds is seeking an experienced Account Executive to manage and retain high-net-worth clients while identifying new business opportunities. The role requires a strong sales background and the ability to build and sustain client relationships. Candidates should possess excellent communication and stakeholder management skills. This hybrid position encourages collaboration and professional development through a vibrant workplace culture.

Benefits

Professional development opportunities

Inclusive workplace culture

Competitive benefits and rewards

Qualifications

• Strong Private Client sales background and ability to manage a portfolio of HNW clients.
• Passion for elite client service.
• Ability to generate leads and build a strong pipeline.

Responsibilities

• Manage and retain an existing client portfolio.
• Identify and win new business.
• Maximize client reach through effective diary management.

Skills

Client-facing sales experience

Excellent communication skills

Stakeholder management skills

Education

Insurance qualification

Tools

Excel

Word

Outlook

Job description

Company: Marsh Commercial

Description: We are seeking a talented individual to join our Private Clients team at Marsh. This role will be based in Leeds Office. This is a hybrid role that has a requirement of working at least three days a week in the office.

The role: Account Executive

The Account Executive will focus on managing and retaining an existing client portfolio while identifying and winning new business, making it an ideal position for someone with a client-facing sales background who aspires to thrive at a market-leading insurance broker.

We will rely on you to

• Deliver sales and growth with a focus on HNW Private Clients.
• Demonstrate excellent client retention skills.
• Cover a large region utilising your diary management skills to ensure you maximise your client reach.
• Demonstrate strong team working ability in order to forge strong working relationships within the business to meet defined goals and targets.
• Perform to a high level across all areas of client management including client service, quality and assurance, growth and colleague engagement.

What you need to have

• A strong Private Client sales background and the ability to manage and retain an existing portfolio of HNW insurance clients.
• A passion for elite client service.
• Be able to generate leads and follow these up to build a strong pipeline of potential HNW clients.
• Excellent communication skills both written and verbal.
• Stakeholder management skills up to and including senior executive level.

What makes you stand out

• Being passionate about client service and growth.
• Insurance qualification
• Excel, Word & Outlook knowledge

Why join our team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail]. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.