Full job descriptionTitle: 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.