Senior Account Executive

Brown & Brown Insurance; Leicester; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme

Job summary

Brown & Brown Insurance in Leicester is seeking a Senior Account Executive to manage a portfolio of private client and HNW clients, delivering tailored insurance solutions.

Based in our Leicester office, you will develop client relationships, conduct annual reviews, negotiate with insurers, and support renewals and new business while ensuring FCA compliance.

The role offers a negotiable salary and benefits, with opportunities for professional development and career growth.

Qualifications

• Experience within Private Client, HNW or Personal Lines Insurance.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and 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.
• Cert CII desirable or working towards qualification.
• Experience dealing with complex High Net Worth risks is beneficial.
• Existing Acturis knowledge.

Responsibilities

• Manage and retain an allocated portfolio of private clients.
• Conduct thorough 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 consistent with the expectations of HNW clients.
• Obtain and negotiate quotations from insurers and recommend the most suitable cover solutions.
• Ensure 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.
• Achieve agreed retention, income and new business targets.
• Generate opportunities through referrals, networking and existing client relationships.
• Identify cross-sell and upsell opportunities and support branch growth.
• Ensure activities are conducted in line with FCA regulations and company procedures.
• Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
• Support credit control and timely collection of premiums.
• Complete all mandatory learning, training and CPD requirements.

Skills

Private Client

HNW Insurance

Relationship Mgmt

Communication

Time Management

Insurance Systems

FCA Regs

Tools

Acturis

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.

Teammate Benefits & Total Well-Being

At Brown & Brown Canada, we go beyond traditional benefits by supporting the total well-being of our teammates-physically, financially, and personally. This commitment is reflected in our culture and leadership. In 2026, Brown & Brown Canada. was recognized as one of the Best Workplaces™ in Canada and a Best Workplace™ with Most Trusted Executive Teams by Great Place to Work®, the global authority on workplace culture. These recognitions are based entirely on confidential employee feedback across Great Place to Work Certified™ organizations in Canada.

Our programs are designed to help you thrive at work and in life.

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; Retirement and savings programs, including RRSP with company match, TFSA options
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Increased Stat Holidays & Vacation time, Paid Sick/Personal time, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power to Be Yourself

Brown & Brown is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values, we steadfast in providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. Brown & Brown will provide accommodation for applicants in all aspects of the hiring process, up to the point of undue hardship. If you have an accommodation need, please contact us as soon as possible to make appropriate arrangements.