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- Tasks: Manage high-value client portfolios and provide expert insurance guidance.
- Company: Prestigious independent insurance broker with a focus on personal insurance.
- Benefits: Competitive salary, flexible working, generous bonuses, 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.
The predicted salary is between 36000 - 60000 £ per year.
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 employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Account Executive
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with someone from the company, make sure to highlight your knowledge of high-value personal insurance. Share insights or experiences that demonstrate your understanding of the market and how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their values and the types of high-net-worth individuals they serve. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make it happen!
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 experience in high-value personal lines insurance and any relevant qualifications. We want to see how your skills match what we're looking for!
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 complex personal insurance needs. Let us know why you're passionate about this role and how you can deliver that premium service we value.
Showcase Your Experience: When detailing your experience, focus on specific examples where you've managed high-net-worth clients or dealt with complex accounts. We love seeing how you've made a difference in previous roles, so don't hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!
How to prepare for a job interview at Time Appointments
✨Know Your Stuff
Make sure you brush up on your knowledge of high-net-worth insurance products and underwriting principles. Familiarise yourself with the specific offerings of the company and be ready to discuss how you can provide expert guidance on complex personal insurance needs.
✨Build Rapport
Since this role is all about relationship-building, practice your interpersonal skills. Think of ways to connect with the interviewer by sharing relevant experiences where you've successfully managed client relationships or resolved complex queries.
✨Showcase Your Organisation Skills
Be prepared to discuss how you manage your time and prioritise tasks, especially when handling multiple high-value clients. Share examples of how you've conducted detailed client reviews or risk assessments in the past.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their approach to client service or how they support their staff in professional development, which will demonstrate your commitment to excellence and growth.
