Account Executive - Private Clients

Lawes Consulting Group

  • London
  • £55,000 per year
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Job title: Account Executive - Private ClientsSalary: £55,000Location: London - Hybrid 2 days in officePURPOSE OF ROLEActing 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' changi

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