Senior Account Executive

Brown & Brown, Inc.; Leicester Forest East; On-site; GBP 55,000 - 72,000; Full time

Benefits offered by this job

Salary plus benefits

25 days holidays

Pension

Professional development

Health benefits

Bonus scheme

Job summary

Brown & Brown, Inc. in Leicester is seeking a Senior Account Executive / Private Client Executive to manage a portfolio of High Net Worth and Private Client customers, delivering exceptional service and growth through new business and renewals.

The role requires a consultative approach, strong relationship management, and coordination with insurers, introducers and internal teams to tailor cover, review regularly, and ensure compliance with FCA regulations.

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.
• Competent user of insurance systems, insurer portals and Microsoft Office.
• Understanding FCA regulations and customer outcomes requirements.

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 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.
• 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.
• 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.

Skills

Private Client Insurance

HNW Insurance

Personal Lines Insurance

Communication skills

Relationship-building

Time management

Attention to detail

MS Office

FCA regulations

Education

Cert CII (or working towards)

Tools

Acturis

Job description

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., Client Relationship Management

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.

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.

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.

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), 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.