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For Companies At a Glance
- Tasks: Manage high-net-worth client accounts and deliver tailored insurance solutions.
- Company: Join a growing insurance business with strong private equity backing.
- Benefits: Enjoy a hybrid work model and a dynamic, supportive environment.
- Why this job: Be a trusted advisor in a high-performing team focused on client success.
- Qualifications: Experience in Private Client insurance and a Cert CII qualification is desirable.
- Other info: Opportunity to work closely with clients and internal teams for seamless service.
The predicted salary is between 36000 - 60000 £ per year.
Job title: Account Executive – Private Clients
Location: Buckinghamshire
PURPOSE OF ROLE
Lawes Recruitment is working on behalf of a respected insurance brokerage to appoint a dedicated and professional Account Executive to join their growing Private Client team. The role focuses on managing and developing a portfolio of personal lines clients, delivering tailored insurance solutions across home, motor, travel, and high-value policies. You\’ll be responsible for strengthening client relationships, handling renewals, generating new business, and ensuring ongoing service excellence in line with FCA and Consumer Duty standards.
RESPONSIBILITIES
Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
Identify and pursue new business opportunities through referrals, networking, and warm leads
Liaise with insurers to negotiate favourable terms and present suitable product options
Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice
DAY-TO-DAY
Engage with clients to manage enquiries, provide guidance, and deliver personalised insurance advice
Oversee and process renewals, ensuring coverage remains appropriate and competitive
Work proactively to expand your client base and support wider team objectives
Communicate with insurers and underwriters to secure favourable outcomes for clients
Use insurance systems (e.g., Acturis or similar) to maintain accurate records and handle policy administration
EXPERIENCE & REQUIREMENTS
Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
Working knowledge of products such as home, motor, and travel insurance
Familiarity with insurance platforms and client management systems
Understanding of FCA compliance and Consumer Duty principles
Working towards or willing to study for professional qualifications (e.g. Cert CII)
Experience in handling renewals, new business, and general personal lines account servicing
SKILLS
Able to communicate clearly and professionally with clients, both verbally and in writing
Strong attention to detail and organisation, with the ability to manage a varied portfolio efficiently
Comfortable working in a fast-paced environment, balancing multiple client needs and priorities
Proactive in identifying opportunities for new business and following through to conversion
Confident using insurance systems and technology to process and update policy records
Naturally collaborative, with a willingness to work closely with colleagues to achieve team goals
Focused on delivering excellent client service and maintaining long-term relationships
If you have the relevant experience or know someone that does please contact me now on 07458162842 or email us at admin@lawesgroup.co.uk
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Account Executive – Private Clients employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive – Private Clients
✨Tip Number 1
Network with professionals in the insurance industry, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends in personal insurance products for high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the market and your future clients' needs.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your ability to retain clients and grow accounts, as this is crucial for the Account Executive role.
✨Tip Number 4
Showcase your negotiation skills by preparing for role-play scenarios where you might need to present tailored insurance solutions. Being able to articulate your approach to securing competitive terms will set you apart from other candidates.
We think you need these skills to ace Account Executive – Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the Private Client or insurance sectors. Emphasise your ability to manage high-net-worth accounts and any specific achievements that demonstrate your success in client retention and service excellence.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with personal lines products and how you can contribute to the growth of their Private Client division. Be sure to express your enthusiasm for the position.
Highlight Relevant Skills: In your application, clearly outline skills that are crucial for the role, such as relationship building, negotiation, and attention to detail. Provide examples of how you've successfully used these skills in previous roles.
Showcase Industry Knowledge: Demonstrate your knowledge of market trends and developments in the insurance sector. Mention any relevant certifications, like Cert CII, and how they relate to your ability to advise clients effectively.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Research the Company and Industry
Before your interview, take some time to understand the insurance industry, especially focusing on private clients and high-net-worth individuals. Familiarise yourself with the company's values, recent news, and their approach to client service. This will help you tailor your responses and show genuine interest.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client relationships. Prepare examples from your past experience where you've successfully managed a portfolio or resolved client issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Showcase Your Negotiation Skills
As an Account Executive, you'll need to negotiate terms with insurers. Be ready to discuss your negotiation strategies and provide examples of how you've secured favourable outcomes for clients in the past. Highlight your confidence and consultative approach during these discussions.
✨Demonstrate Your Organisational Skills
Given the nature of the role, being organised is crucial. Be prepared to discuss how you manage multiple priorities and keep track of client communications and policy changes. Mention any tools or systems you use to stay organised and ensure timely servicing of accounts.
