Private Client Account Executive
Listed on 2025-12-30
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Insurance
Insurance Sales, Property Insurance
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
- 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
- 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!
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