Find a job 
Featured Companies 
Featured Universities 
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: London – Hybrid 2 days in office
PURPOSE OF ROLE
Acting as a trusted recruitment partner, Lawes Recruitment is working alongside a growing insurance business to recruit a talented Account Executive for its Private Client division. You’ll be responsible for managing a portfolio of high-net-worth, mid-market, and emerging wealth clients, delivering tailored personal insurance solutions across home, motor, travel, and lifestyle risks. This is a client-facing role focused on retention, growth, and service excellence in a high-performing, forward-thinking environment with strong private equity backing.
RESPONSIBILITIES
- Manage and retain a portfolio of Private Client and HNW accounts, acting as a trusted advisor
- Identify new business opportunities within the portfolio and through referrals and market engagement
- Oversee renewals and policy adjustments to ensure clients’ coverage stays aligned with their evolving needs
- Negotiate with insurers to secure competitive, bespoke terms on behalf of clients
- Maintain full FCA compliance and uphold all internal risk and audit procedures
- Collaborate closely with internal teams to deliver a seamless client experience
- Keep informed on market developments to advise clients effectively and share knowledge internally
DAY-TO-DAY
- Serve as the main point of contact for a book of HNW and Private Client accounts
- Conduct regular policy reviews, meetings, and renewal discussions
- Work with account handlers and insurers to ensure accurate and timely servicing
- Identify and act on cross-sell and upsell opportunities across the portfolio
- Keep systems up to date with client activity, policy changes, and communication logs
- Stay current on market trends, insurer appetite, and compliance updates
EXPERIENCE
- Proven experience within Private Client, Mid-Market, or Emerging Wealth insurance sectors
- Strong working knowledge of personal lines products relevant to HNW clients
- Track record of managing client portfolios and delivering exceptional service
- Experience with insurance systems and back-office platforms
- Cert CII qualification or progression towards it is desirable
SKILLS
- Able to build and maintain relationships with high-net-worth individuals with professionalism and discretion
- Confident in negotiating and presenting insurance solutions in a consultative manner
- Highly organised, with strong attention to detail and time management
- Comfortable handling multiple priorities and adapting to clients’ changing needs
- Proactive in generating new opportunities and developing the portfolio further
- Collaborative mindset with the ability to work effectively across teams
If you have the relevant experience or know someone that does please contact me now on 07458162842 or email us at
#J-18808-Ljbffr
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.
