Private Clients - Account Executive

Overview

In this role you will manage and grow a portfolio of high-net-worth private clients within an established insurance brokerage. You will serve as the main point of contact, deliver tailored service, and nurture relationships with clients and introducers to drive growth. You’ll handle renewals, mid-term adjustments, and new business while collaborating with insurers and internal teams. This client-facing, relationship-led position offers ownership of a private clients portfolio and a pathway to contribute to business expansion.

Pay / Benefits

• Competitive salary
• package available

Responsibilities

• Manage a portfolio of HNW private clients and be the primary contact for day-to-day needs
• Build and maintain strong relationships with clients and introducers
• Handle renewals, mid-term adjustments, new business and client queries
• Develop and manage relationships with introducers with regular communication
• Understand client circumstances and provide tailored insurance solutions
• Identify opportunities to expand existing accounts with additional covers
• Collaborate with insurers, underwriters and internal teams for efficient service
• Support new business from inquiry to placement and onboarding
• Conduct regular client reviews and proactive account management
• Maintain accurate records in line with regulatory and internal requirements

Key requirements

• Previous experience in Private Clients / HNW insurance is essential
• Experience in retail/direct-to-client environment would be beneficial
• Strong relationship management skills and ability to build trust with clients and introducers
• Confident managing a portfolio and handling renewals, adjustments and new business
• Strong communication and organizational skills
• Commercial awareness to identify growth opportunities
• Professional, personable and client-focused approach
• Experience working with introducers or referral partners is advantageous

• Relationship management
• Communication
• Organization
• Commercial awareness
• Client-focused approach

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