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For Companies At a Glance
- Tasks: Manage and develop personal lines clients, delivering tailored insurance solutions.
- Company: Join a respected insurance brokerage with a growing Private Client team.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be a trusted advisor, strengthen client relationships, and make a real impact.
- Qualifications: Previous experience in personal lines insurance and familiarity with FCA compliance required.
- Other info: Opportunity to study for professional qualifications while working.
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 personal lines. Attend local events or join online forums to connect with potential colleagues and clients, which can lead to valuable referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in personal lines insurance, such as emerging risks and new products. This knowledge will not only help you in interviews but also demonstrate your commitment to providing clients with the best advice.
✨Tip Number 3
Consider reaching out to current or former employees of the brokerage to gain insights into their culture and expectations. This can give you an edge in understanding how to align your skills with their needs.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and generated new business in previous roles. Tailoring your experiences to match the responsibilities outlined in the job description will make you stand out.
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 personal lines insurance. Emphasise your skills in client relationship management, handling renewals, and generating new business, as these are key responsibilities for the Account Executive role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the insurance industry and your passion for providing excellent client service. Mention specific examples of how you've successfully managed client portfolios or handled renewals in the past.
Highlight Compliance Knowledge: Since the role requires an understanding of FCA regulations and Consumer Duty principles, be sure to mention any relevant training or experience you have in compliance. This will demonstrate your readiness to meet the company's standards.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients and colleagues. Strong verbal and written communication skills are essential for this position, so make sure to highlight your ability to convey information clearly and professionally.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Products
Familiarise yourself with the personal lines insurance products you'll be dealing with, such as home, motor, and travel insurance. Be prepared to discuss how these products can meet client needs and any recent changes in the market.
✨Demonstrate Relationship-Building Skills
Since the role focuses on managing and developing client relationships, think of examples from your past experience where you've successfully built trust and rapport with clients. Highlight your approach to maintaining long-term relationships.
✨Showcase Your Compliance Knowledge
Understanding FCA regulations and Consumer Duty principles is crucial. Be ready to discuss how you ensure compliance in your work and provide examples of how you've navigated regulatory challenges in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle renewals or new business opportunities. Practice articulating your thought process and decision-making strategies in these situations.
