Senior Account Executive

Brown & Brown; Leicester; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Share save scheme

Health benefits

Job summary

Brown & Brown in Leicester is seeking a Senior Account Executive to manage a portfolio of Private Client and HNW customers, delivering tailored insurance solutions and exceptional service. You will develop client relationships, conduct annual reviews, obtain quotations, renewals, and cross-sell opportunities while ensuring FCA compliance and high-quality records.

Based in our Leicester office, the role offers negotiable salary and a benefits package including health, pension, and staff share

Qualifications

• Essential 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 quality outcomes.
• Competent user of insurance systems and MS Office.

Responsibilities

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

Skills

Private Client

HNW

Relationship mgmt

Communication

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

• 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.

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. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self‑starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two‑partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high‑performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.