Senior Private Client Insurance Advisor

897 Brown & Brown (Europe) Limited; Leicester; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Health benefits

Pension

Death in service

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Job summary

Brown & Brown is seeking a Senior Account Executive based at our Leicester office to manage a portfolio of Private Client and HNW clients, delivering tailored insurance solutions and exceptional service.

The role focuses on client retention, new business development, and regulatory compliance, with a negotiable base salary and a comprehensive benefits package including pension and health cover.

Qualifications

• 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.

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.

Skills

Private Client

HNW

Personal Lines Insurance

Education

Cert CII

Job description

Brown & Brown is seeking a Senior Account Executive based at our Leicester office to manage a portfolio of Private Client and HNW clients, delivering tailored insurance solutions and exceptional service.

The role focuses on client retention, new business development, and regulatory compliance, with a negotiable base salary and a comprehensive benefits package including pension and health cover.