Senior Account Executive

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Title:

Senior Account Executive

Location:

Leicester Salary:
Negotiable + benefits

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.

• 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.

• 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.

• 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.

• 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.

• 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)

• 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.

• Cert CII qualified or working towards qualification.
• Experience dealing with complex High Net Worth risks.
• Existing Acturis knowledge.

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP;
  Retirement and savings programs, including RRSP with company match, TFSA options
• Mental Health & Wellness:
  Free Mental Health & Enhanced…