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- Tasks: Manage and renew insurance contracts for high-net-worth clients while providing exceptional service.
- Company: Join a friendly and professional insurance team in Somerton, Somerset.
- Benefits: Negotiable salary, joint pension scheme, and additional perks.
- Why this job: Make a real difference by helping clients protect their wealth with tailored insurance solutions.
- Qualifications: 2+ years of insurance broking experience and knowledge of HNW policies.
- Other info: Dynamic work environment with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Location: Somerton, Somerset
Salary: Negotiable + benefits
Overview:
We are currently looking for an experienced Private Client Account Executive to join our professional and welcoming insurance team based out of Somerton in Somerset. Our Somerton office's depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective is to provide unbiased and informed choices, fantastic customer service, and market buying power that delivers the right insurance protection.
In this position, you will primarily be involved with offering and renewing contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As an Executive, you will manage an existing book of business dealing with new enquiries to expand the company client base. The company prides itself on a market-leading client service model and has a long list of product providers and covers it can access. The office team is a friendly, caring, and welcoming group of knowledgeable individuals.
The day to day:
- Service designated clients, ensuring that they are retained, and the Company’s income is maintained/developed, including client visits and passing files/instructions to appropriate staff.
- Work closely with other Account Executives and Directors to provide the highest standard service to customers.
- Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work.
- Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
- Give instructions to insurers.
- Ensure mid-term adjustments and declarations are processed and records updated.
- Handle the invoicing of all premiums due.
- Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to the client.
- Obtain quotations for any relevant new policies/renewals.
- Maintain effective credit control on allocated cases.
- Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and implement and maintain procedures as stipulated.
- Be aware of market conditions and the strengths and weaknesses of competitors.
- Visits to customers where agreed.
- Monitor trends, analyse results, and prepare feedback to senior staff.
- Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.
What’s on offer:
Negotiable salary package & additional benefits, Joint Pension contribution scheme.
Your Experience:
- Requirement of at least 2+ years insurance broking experience.
- Confident in handling quotation enquiries, renewals, and midterm adjustments for various HNW insurance policies.
- Understanding of insurance markets, products, wordings, and options.
- Acturis insurance broking software knowledge is an advantage.
Private Client Account Executive employer: Brown & Brown UK
Contact Detail:
Brown & Brown UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Account Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend local events, and join relevant online groups. We all know that sometimes it’s not just what you know, but who you know that can help you land that Private Client Account Executive role.
✨Tip Number 2
Prepare for those interviews by researching the company and its client service model. We want you to show off your knowledge about their offerings and how you can contribute to their success. Practice common interview questions and have your own ready to ask – it shows you're genuinely interested!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. We love seeing candidates who take that extra step!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who fit our culture. So, don’t hesitate – get your application in and let’s make great things happen together!
We think you need these skills to ace Private Client Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Account Executive role. Highlight your insurance broking experience and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your experience aligns with our needs. Be genuine and let your personality come through – we love a good story!
Showcase Relevant Experience: When filling out your application, make sure to showcase your experience with high-net-worth clients and your understanding of insurance markets. We’re looking for someone who can hit the ground running, so don’t hold back on those details!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at Brown & Brown UK
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around high-net-worth (HNW) policies. Understand the different types of covers and be ready to discuss how you can provide bespoke solutions for clients with significant wealth.
✨Showcase Your Experience
With at least 2+ years in insurance broking, highlight specific examples from your past roles where you've successfully managed client accounts or handled complex renewals. This will demonstrate your capability and confidence in the role.
✨Be Client-Focused
Since this role is all about providing fantastic customer service, prepare to discuss how you’ve gone above and beyond for clients in the past. Think of instances where you’ve built strong relationships or resolved issues effectively.
✨Familiarise Yourself with the Company
Research the company’s client service model and their range of products. Being able to speak about their approach and how you can contribute to their goals will show that you’re genuinely interested in the position and align with their values.
