Account Executive - Private Clients

Posted 13 days 16 hours ago by Lawes Insurance Recruitment

Permanent
Not Specified
Other
London, United Kingdom
Job Description

Job title: Account Executive - Private Clients

Location: London - Hybrid 2 days in office

PURPOSE OF ROLE

Acting as a trusted recruitment partner, Lawes Recruitment is working alongside a growing insurance business to recruit a talented Account Executive for its Private Client division. You'll be responsible for managing a portfolio of high-net-worth, mid-market, and emerging wealth clients, delivering tailored personal insurance solutions across home, motor, travel, and lifestyle risks. This is a client-facing role focused on retention, growth, and service excellence in a high-performing, forward-thinking environment with strong private equity backing.

RESPONSIBILITIES

  • Manage and retain a portfolio of Private Client and HNW accounts, acting as a trusted advisor
  • Identify new business opportunities within the portfolio and through referrals and market engagement
  • Oversee renewals and policy adjustments to ensure clients' coverage stays aligned with their evolving needs
  • Negotiate with insurers to secure competitive, bespoke terms on behalf of clients
  • Maintain full FCA compliance and uphold all internal risk and audit procedures
  • Collaborate closely with internal teams to deliver a seamless client experience
  • Keep informed on market developments to advise clients effectively and share knowledge internally

DAY-TO-DAY

  • Serve as the main point of contact for a book of HNW and Private Client accounts
  • Conduct regular policy reviews, meetings, and renewal discussions
  • Work with account handlers and insurers to ensure accurate and timely servicing
  • Identify and act on cross-sell and upsell opportunities across the portfolio
  • Keep systems up to date with client activity, policy changes, and communication logs
  • Stay current on market trends, insurer appetite, and compliance updates

EXPERIENCE

  • Proven experience within Private Client, Mid-Market, or Emerging Wealth insurance sectors
  • Strong working knowledge of personal lines products relevant to HNW clients
  • Track record of managing client portfolios and delivering exceptional service
  • Experience with insurance systems and back-office platforms
  • Cert CII qualification or progression towards it is desirable

SKILLS

  • Able to build and maintain relationships with high-net-worth individuals with professionalism and discretion
  • Confident in negotiating and presenting insurance solutions in a consultative manner
  • Highly organised, with strong attention to detail and time management
  • Comfortable handling multiple priorities and adapting to clients' changing needs
  • Proactive in generating new opportunities and developing the portfolio further
  • Collaborative mindset with the ability to work effectively across teams

If you have the relevant experience or know someone that does please contact me now on or email us at