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Senior Account Executive

Brown & Brown, Inc.
Leicester, GBR
Full-time
Senior
Onsite
Discovered 3 weeks ago

Full Job Posting

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 within 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.
  • We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Skills & Experience

  • Essential
  • Experience within 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.
  • We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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