Senior Private Client Insurance Advisor

Brown & Brown Insurance; Leicester; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme

Job summary

Brown & Brown Insurance in Leicester is seeking a Senior Account Executive to manage a portfolio of private client and HNW clients, delivering tailored insurance solutions.

Based in our Leicester office, you will develop client relationships, conduct annual reviews, negotiate with insurers, and support renewals and new business while ensuring FCA compliance.

The role offers a negotiable salary and benefits, with opportunities for professional development and career growth.

Qualifications

• Experience within Private Client, HNW or Personal Lines Insurance.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities and 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.
• Cert CII desirable or working towards qualification.
• Experience dealing with complex High Net Worth risks is beneficial.
• Existing Acturis knowledge.

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 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 cross-sell and upsell opportunities and support branch growth.
• Ensure activities are conducted in line with FCA regulations and company procedures.
• Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
• Support credit control and timely collection of premiums.
• Complete all mandatory learning, training and CPD requirements.

Skills

Private Client

HNW Insurance

Relationship Mgmt

Communication

Time Management

Insurance Systems

FCA Regs

Tools

Acturis

Job description

Brown & Brown Insurance in Leicester is seeking a Senior Account Executive to manage a portfolio of private client and HNW clients, delivering tailored insurance solutions.

Based in our Leicester office, you will develop client relationships, conduct annual reviews, negotiate with insurers, and support renewals and new business while ensuring FCA compliance.

The role offers a negotiable salary and benefits, with opportunities for professional development and career growth.