Account Executive - Private Clients
Account Executive - Private Clients
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Job Description
Job Description
Job title: Account Executive - Private Clients
Salary: 33000
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.
Youll 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 0 or email us at
Required Experience:
IC
Employment Type
Full-Time
