Senior Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

• Title: Senior Account Executive
• Location: Leicester
• Salary: Negotiable + benefits

Job Purpose

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.

Key Responsibilities

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.

The Rewards:

• •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)

Skills & Experience

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.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.