Senior Account Executive

Brown & Brown; Leicester; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Share save scheme

Job summary

Brown & Brown in Leicester is seeking a Senior Account Executive / Private Client Executive to manage a portfolio of high-net-worth clients, delivering tailored insurance solutions and exceptional service.

The role emphasizes building long-term client relationships, renewals, and new business development within FCA guidelines. Salary is negotiable and benefits are provided, with a focus on professional development and strong customer outcomes.

Qualifications

• Experience within Private Client, HNW or Personal Lines Insurance.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and meet deadlines.
• High attention to detail and commitment to delivering quality outcomes.
• Proficient with insurance systems, insurer portals and Microsoft Office.
• Understanding of FCA regulations and customer outcome requirements.

Responsibilities

• Manage and retain an allocated portfolio of private clients.
• Conduct annual client reviews and identify changes in circumstances, exposures, or insurance requirements.
• Develop and maintain strong long-term relationships with clients, introducers, insurers and internal stakeholders.
• Deliver a highly personalised and professional service for HNW clients.
• Obtain and negotiate quotations from insurers and recommend suitable cover solutions.
• Ensure renewals are invited, reviewed and completed within regulatory and business timescales.
• Process new business, renewals, mid-term adjustments and policy changes.
• Identify gaps in cover and proactively recommend suitable protection solutions.
• Review policy documentation for accuracy before issue.
• Maintain accurate client records and document communications.
• Support clients through the claims process and liaise with insurers as required.
• Achieve retention, income and new business targets.
• Generate opportunities through referrals, networking and existing client relationships.
• Identify opportunities to cross-sell and upsell appropriate products and services.
• Support branch and team growth strategies through proactive client engagement.
• Ensure FCA regulations and customer outcomes are maintained.
• Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
• Support credit control activities and assist in timely collection of premiums.
• Complete all mandatory learning, training and CPD requirements.

Skills

Private Client

HNW

Personal Lines

Communication

Relationship-building

Priorities

Attention to detail

Microsoft Office

Insurer portals

FCA regulations

Education

Cert CII

Tools

Acturis

Microsoft Office

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Title: Senior Account Executive
Location: Leicester
Salary: Negotiable + benefits
Job Purpose

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

• Manage and retain an allocated portfolio of private clients.
• Conduct thorough annual client reviews and identify any changes in circumstances, exposures, or insurance requirements.
• Develop and maintain strong long-term relationships with clients, introducers, insurers and internal stakeholders.
• Deliver a highly personalised and professional service consistent with the expectations of HNW clients.

Insurance & Technical Responsibilities

• Obtain and negotiate quotations from insurers and recommend the most suitable cover solutions.
• Ensure all renewals are invited, reviewed and completed within regulatory and business timescales.
• Process new business, renewals, mid-term adjustments and other policy changes accurately.
• Identify gaps in cover and proactively recommend suitable protection solutions.
• Review all policy documentation for accuracy before issue.
• Maintain accurate client records and ensure all communications are appropriately documented.
• Support clients through the claims process and liaise with insurers as required.

Business Development

• Achieve agreed retention, income and new business targets.
• Generate opportunities through referrals, networking and existing client relationships.
• Identify opportunities to cross-sell and upsell appropriate products and services.
• Support branch and team growth strategies through proactive client engagement.

Compliance & Operational Excellence

• Ensure all activities are conducted in line with FCA regulations, Consumer Duty requirements and company procedures.
• Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
• Support credit control activities and assist in timely collection of premiums.
• Complete all mandatory learning, training and CPD requirements.

The Rewards:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

Skills & Experience

Essential

• Experience within Private Client, HNW or Personal Lines Insurance.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and work to deadlines.
• High attention to detail and commitment to delivering quality outcomes.
• Competent user of insurance systems, insurer portals and Microsoft Office applications.
• Understanding of FCA regulations and customer outcome requirements.

Desirable

• Cert CII qualified or working towards qualification.
• Experience dealing with complex High Net Worth risks.
• Existing Acturis knowledge.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.