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- Tasks: Manage high-value client portfolios and provide expert insurance guidance.
- Company: Prestigious independent insurance broker specialising in personal insurance.
- Benefits: Competitive salary, flexible working, generous bonus scheme, and 25 days holiday.
- Why this job: Join a top-tier company and build lasting relationships with discerning clients.
- Qualifications: Experience in high-value personal lines insurance and strong communication skills.
- Other info: Dynamic role with opportunities for professional growth and development.
Time Appointments are working on behalf of a prestigious, independent insurance broker specialising in high-value personal insurance who are looking for a Private Client Account Executive to join their team. The Private Client Account Executive will be responsible for managing a portfolio of high-value clients, providing expert guidance on complex personal insurance needs. This role requires exceptional relationship-building skills, technical knowledge of personal lines insurance, and the ability to deliver a premium service experience.
Key Responsibilities:
- Manage and grow a portfolio of HNW/UHNW private clients
- Act as the main point of contact for all insurance queries
- Conduct detailed client reviews, ensuring cover remains aligned with evolving needs
- Deliver an exceptional, personalised service at every interaction
- Advise on high-value home, motor, fine art, jewellery, collectibles, marine, travel, and other specialist personal lines products
- Prepare quotations, renewal presentations, and recommendations
- Conduct risk assessments, liaising with underwriters and risk surveyors as needed
- Ensure documentation, compliance, and client communications meet FCA and internal standards
- Build trusted, long-term relationships with clients, insurers, introducers, and partners
- Support business development initiatives and seek opportunities to grow accounts
- Attend client meetings, property visits, and networking events when required
Skills & Experience Required:
- Experience in private client or high-value personal lines insurance (Account Executive or Senior Account Handler level)
- Strong understanding of high-net-worth insurance products and underwriting principles
- Excellent communication and interpersonal skills; able to deal confidently with discerning clients
- Proven ability to manage complex accounts with attention to detail
- Strong organisation, prioritisation, and time management skills
- Experience working with specialist markets such as Hiscox, Chubb, AIG Private Client Group, Aviva Private Clients, or equivalent
- Cert CII qualification (preferred) or willingness to work toward it
Personal Attributes:
- Professional, efficient and client-focused
- Commercially aware with a consultative mindset
- High integrity and commitment to excellence
- Calm under pressure and adaptable in a fast-moving environment
In return, the successful candidate will receive a competitive salary, flexible working, a generous bonus scheme and 25 days holiday BH. Plus, the opportunity to work for a very prestigious company who support their staff.
Private Client Account Executive in London employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Account Executive in London
✨Tip Number 1
Network like a pro! Attend industry events and connect with people in the insurance sector. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance, share your knowledge about high-value personal insurance. This not only demonstrates your skills but also builds trust with potential clients and employers.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Private Client Account Executive in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Client Account Executive. Highlight your experience in high-value personal insurance and any relevant qualifications, like Cert CII, to show us you’re the perfect fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your relationship-building skills and your understanding of high-net-worth insurance products. Let us know why you’re excited about this opportunity!
Showcase Your Communication Skills: Since this role involves dealing with discerning clients, make sure your written application reflects your excellent communication skills. Keep it professional yet personable, just like you would in a client meeting.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Time Appointments
✨Know Your Stuff
Make sure you brush up on your knowledge of high-value personal insurance products. Familiarise yourself with the specifics of home, motor, and fine art insurance, as well as any relevant underwriting principles. This will help you answer technical questions confidently and show that you're serious about the role.
✨Build Rapport
Since this role is all about relationship-building, practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by discussing shared interests or experiences in the insurance industry. A friendly, engaging approach can make a lasting impression.
✨Prepare for Scenarios
Anticipate questions about how you would handle specific client situations or complex accounts. Prepare examples from your past experience where you've successfully managed high-net-worth clients or resolved challenging issues. This will demonstrate your problem-solving skills and ability to deliver exceptional service.
✨Show Your Commitment
Highlight your willingness to pursue further qualifications, like the Cert CII, during the interview. This shows that you're dedicated to your professional development and committed to providing the best service possible. Employers love candidates who are eager to learn and grow within their roles.
