Senior Private Client Account Exec – HNW Insurance & Growth

Brown & Brown (Europe); Leicester; On-site; GBP 35,000 - 60,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Job summary

Brown & Brown (Europe) is seeking a Senior Account Executive to base in our Leicester office. You will manage a portfolio of HNW/private client clients, delivering tailored insurance solutions, exceptional service, and growth through new business and client development.

The role emphasizes a consultative approach, with watchful attention to client needs, regulatory compliance, and proactive relationship management with insurers and introducers.

Qualifications

• 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.

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 HNW client expectations.
• 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 other policy changes accurately.
• Identify gaps in cover and proactively recommend protection solutions.
• Review all 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 agreed retention, income and new business targets.
• Generate opportunities through referrals and networking.
• Cross-sell and upsell appropriate products and services.
• Support branch and team growth strategies through proactive client engagement.
• Ensure activities comply with FCA regulations and Consumer Duty requirements.

Skills

Private Client/HNW experience

Excellent communication

Relationship-building

Multi-tasking & prioritisation

Attention to detail

MS Office proficiency

Education

Cert CII or working towards

Tools

Acturis

Microsoft Office

Insurance systems

Job description

Brown & Brown (Europe) is seeking a Senior Account Executive to base in our Leicester office. You will manage a portfolio of HNW/private client clients, delivering tailored insurance solutions, exceptional service, and growth through new business and client development.

The role emphasizes a consultative approach, with watchful attention to client needs, regulatory compliance, and proactive relationship management with insurers and introducers.