Senior Account Executive

## Senior Account Executive Apply:
Leicester, England, United Kingdom:
Full time:
Posted Today:
R26 _Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
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* Title:

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* ** Senior Account Executive*
* *
* Location:

Leicester  Salary:
Negotiable + benefits*
* ** Job Purpose
** We are currently looking for a Senior Account Executive / Private Client Executive to be based out of our welcoming and professional Leicester office.

This position will manage and develop a portfolio of HNW and Private Client customers, delivering exceptional customer service, strong retention performance, and sustainable growth through new business and account development.

The role requires a consultative approach, ensuring clients receive tailored insurance solutions that meet their individual circumstances and evolving insurance needs.
** Key Responsibilities
**** Client Relationship Management
*** Manage and retain an allocated portfolio of private clients.
* Conduct thorough annual client reviews and identify any changes in circumstances, exposures, or insurance requirements.
* Develop and maintain strong long-term relationships with clients, introducers, insurers and internal stakeholders.
* Deliver a highly personalised and professional service consistent with the expectations of HNW clients.
** Insurance & Technical Responsibilities
*** Obtain and negotiate quotations from insurers and recommend the most suitable cover solutions.
* Ensure all renewals are invited, reviewed and completed within regulatory and business timescales.
* Process new business, renewals, mid-term adjustments and other policy changes accurately.
* Identify gaps in cover and proactively recommend suitable protection solutions.
* Review all policy documentation for accuracy before issue.
* Maintain accurate client records and ensure all communications are appropriately documented.
* Support clients through the claims process and liaise with insurers as required.
** Business Development
*** Achieve agreed retention, income and new business targets.
* Generate opportunities through referrals, networking and existing client relationships.
* Identify opportunities to cross-sell and upsell appropriate products and services.
* Support branch and team growth strategies through proactive client engagement.
** Compliance & Operational Excellence
*** Ensure all activities are conducted in line with FCA regulations, Consumer Duty requirements and company procedures.
* Deliver positive customer outcomes and maintain high standards of file quality and record keeping.
* Support credit control activities and assist in timely collection of premiums.
* Complete all mandatory learning, training and CPD requirements.
** The Rewards:
*** A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
* Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
* Full support for your professional development (including fully funded qualifications)
** Skills & Experience
**** Essential
* ** Experience with in Private Client, HNW or Personal Lines Insurance.
* Excellent communication and relationship-building skills.
* Ability to manage multiple priorities and work to deadlines.
* High attention to detail and commitment to delivering quality outcomes.
* Competent user of insurance systems, insurer portals and Microsoft Office applications.
* Understanding of FCA regulations and customer outcome requirements.
** Desirable
* ** Cert CII qualified or working towards qualification.
* Experience dealing with complex High Net Worth risks.
* Existing Acturis knowledge.
** Teammate Benefits & Total Well‐Being
** At Brown &…