Senior Account Executive

Berkeley Insurance Group; Leicester; On-site; GBP 35,000 - 60,000; Full time

Job summary

Berkeley Insurance Group in Leicester is seeking a Senior Account Executive / Private Client Executive to join our welcoming office. You will manage a portfolio of HNW clients, deliver tailored insurance solutions, and build long-term relationships.

Responsibilities include client reviews, renewals, new business, and cross-selling, while ensuring FCA regulatory compliance and high-quality documentation. You will work with insurers and introducers, using Acturis and MS Office to quote, place

Qualifications

• Experience within Private Client, HNW or Personal Lines insurance.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and deadlines.
• Proficient with insurance systems, insurer portals, and MS Office.
• Understanding of FCA regulations and customer outcomes.

Responsibilities

• Manage and retain an allocated portfolio of private clients.
• Conduct annual client reviews and identify changes in cover or needs.
• Obtain quotations, renewals and advise on suitable cover.
• Process mid-term adjustments and policy changes accurately.
• Identify cross-sell opportunities; support business growth.
• Ensure compliance and maintain high-quality client records.

Skills

Private Client

HNW

Relationship building

Communication

Attention to detail

FCA regulations

Microsoft Office

Education

Cert CII (or working towards)

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 ExecutiveLocation: LeicesterSalary: Negotiable + benefitsJob PurposeWe 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 ResponsibilitiesClient Relationship ManagementManage 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 ResponsibilitiesObtain 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 DevelopmentAchieve 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 ExcellenceEnsure 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 & ExperienceEssentialExperience 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.DesirableCert 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.