At a Glance
- Tasks: Manage and develop a portfolio of high-net-worth clients with tailored insurance solutions.
- Company: Join a meritocratic company known for its supportive and inclusive culture.
- Benefits: Negotiable salary, 25 days holiday, flexible benefits, and professional development support.
- Other info: Recognised as a top workplace, offering a dynamic environment and growth opportunities.
- Why this job: Make a real impact by delivering exceptional service to high-value clients.
- Qualifications: Experience in private client insurance and strong relationship-building skills required.
The predicted salary is between 36000 - 44000 £ per year.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
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.
Teammate Benefits & Total Well‑Being
At Brown & Brown Canada, we go beyond traditional benefits by supporting the total well‑being of our teammates—physically, financially, and personally. This commitment is reflected in our culture and leadership. Our programs are designed to help you thrive at work and in life.
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; Retirement and savings programs, including RRSP with company match, TFSA options
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Increased Stat Holidays & Vacation time, Paid Sick/Personal time, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power to Be Yourself
Brown & Brown is an equal opportunity employer that is committed to inclusive, barrier-free recruitment and selection processes. Consistent with our values, we steadfast in providing equitable treatment to all with respect to barrier-free employment and accommodation without discrimination. Brown & Brown will provide accommodation for applicants in all aspects of the hiring process, up to the point of undue hardship. If you have an accommodation need, please contact us as soon as possible to make appropriate arrangements.
Senior Account Executive in Leicester employer: Bridge Specialty Group
As a Broking Manager at our East Grinstead and Brighton offices, you will thrive in a meritocratic culture that champions self-starters and prioritises customer satisfaction. We offer a dynamic work environment with ample opportunities for professional growth, competitive remuneration, and the chance to build strategic relationships with key insurers, all while being part of a diverse and inclusive team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Account Executive in Leicester
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Bridge Specialty Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Bridge Specialty Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Senior Account Executive in Leicester
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Bridge Specialty Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Bridge Specialty Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Bridge Specialty Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Bridge Specialty Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Bridge Specialty Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Bridge Specialty Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
