Senior Private Client Exec — HNW Insurance & Growth

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

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.