Private Client Account Executive

Time Appointments; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious insurance brokerage in Greater London is seeking a Private Client Account Executive to manage high-value client portfolios. The successful candidate will provide expert guidance on complex insurance needs and deliver exceptional service. This role requires strong communication and interpersonal skills, alongside in-depth knowledge of high-net-worth insurance products. The company offers a competitive salary, flexible working arrangements, a generous bonus scheme, and 25 days holiday plus bank holidays.

Benefits

Competitive salary

Flexible working

Generous bonus scheme

25 days holiday + BH

Qualifications

• Experience working with specialist markets such as Hiscox, Chubb, AIG Private Client Group, or equivalent.

Responsibilities

• Manage and grow a portfolio of HNW/UHNW private clients.
• Act as the main point of contact for all insurance queries.
• Conduct detailed client reviews.
• Deliver an exceptional, personalised service.
• Advise on high-value insurance products.
• Prepare quotations and recommendations.
• Conduct risk assessments and liaise with underwriters.
• Ensure compliance with FCA standards.
• Build long-term relationships with clients.
• Support business development initiatives.
• Attend client meetings and networking events.

Skills

Experience in private client or high-value personal lines insurance

Strong understanding of high-net-worth insurance products

Excellent communication and interpersonal skills

Proven ability to manage complex accounts

Strong organisation, prioritisation, and time management skills

Education

Cert CII qualification (preferred)

Job description

Time Appointments are working on behalf of a prestigious, independent insurance broker specialising in high-value personal insurance who are looking for a Private Client Account Executive to join their team.

The Private Client Account Executive will be responsible for managing a portfolio of high-value clients, providing expert guidance on complex personal insurance needs. This role requires exceptional relationship-building skills, technical knowledge of personal lines insurance, and the ability to deliver a premium service experience.

Key Responsibilities

• Manage and grow a portfolio of HNW/UHNW private clients
• Act as the main point of contact for all insurance queries
• Conduct detailed client reviews, ensuring cover remains aligned with evolving needs
• Deliver an exceptional, personalised service at every interaction
• Advise on high-value home, motor, fine art, jewellery, collectibles, marine, travel, and other specialist personal lines products
• Prepare quotations, renewal presentations, and recommendations
• Conduct risk assessments, liaising with underwriters and risk surveyors as needed
• Ensure documentation, compliance, and client communications meet FCA and internal standards
• Build trusted, long‑term relationships with clients, insurers, introducers, and partners
• Support business development initiatives and seek opportunities to grow accounts
• Attend client meetings, property visits, and networking events when required

Skills & Experience Required

• Experience in private client or high‑value personal lines insurance (Account Executive or Senior Account Handler level)
• Strong understanding of high‑net‑worth insurance products and underwriting principles
• Excellent communication and interpersonal skills; able to deal confidently with discerning clients
• Proven ability to manage complex accounts with attention to detail
• Strong organisation, prioritisation, and time management skills
• Experience working with specialist markets such as Hiscox, Chubb, AIG Private Client Group, Aviva Private Clients, or equivalent
• Cert CII qualification (preferred) or willingness to work toward it

Personal Attributes

• Professional, efficient and client‑focused
• Commercially aware with a consultative mindset
• High integrity and commitment to excellence
• Calm under pressure and adaptable in a fast‑moving environment

In return, the successful candidate will receive a competitive salary, flexible working, a generous bonus scheme and 25 days holiday + BH. Plus, the opportunity to work for a very prestigious company who support their staff!