Account Executive – Private Clients Jobs

Account Executive – Private Clients

Acting as a trusted recruitment partner, Lawes Recruitment is working alongside ...

Location

United Kingdom , London

Salary:

55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Private Clients & Commercial Account Executive

Job title: Private Clients & Commercial Account Executive. Salary: £45,000. Loca...

Location

United Kingdom , London

Salary:

40000.00 - 50000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous HNW & Commercial experience
Cert CII qualified
Comprehensive knowledge of relevant policies including current market conditions
Ability to use all IT systems made available for the role and to maintain computer records in the prescribed manner
Excellent relationship skills
An understanding of Acturis
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR & Consumer Duty
Working knowledge of the inhouse product range, policy wordings and service standards

Job Responsibility

Successfully convert New business leads from initial client contact to close of sale
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation
To develop strong relationships with new and existing clients
Provision of high level professional advice to clients
To seek and secure new accounts and generate new business revenue
To identify cross selling and referral opportunities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues
Assist in achieving Group/Division client retention targets by providing an excellent level of service
Liaise effectively with the client to agree an appropriate strategy for renewal and/or new business
Obtain quotations or renewal terms and present to client

Fulltime

Private Clients Account Handler

An experienced insurance professional is needed to join a respected brokerage as...

Location

United Kingdom , Buckinghamshire

Salary:

40000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A minimum of two years’ experience as an Account Handler within an insurance brokerage
Experience handling Personal Lines / High Net Worth (HNW) insurance products
Strong knowledge of insurance markets with existing insurer relationships
Risk-aware when handling customer information
Excellent communication and negotiation skills
Strong customer service focus with the ability to build and maintain client relationships
High level of accuracy and attention to detail
Ability to take initiative and support team members proactively
Computer literacy, with experience using Acturis preferred

Job Responsibility

Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performance
Maintain regular contact with clients to ensure their insurance needs are met and service levels are upheld
Collaborate with Account Executives and Handlers to ensure a seamless customer experience
Maintain professional, clear, and complete client records, ensuring continuity when absent
Participate in client meetings, renewals, appraisals, and service meetings
Ensure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principles
Engage in ongoing professional development to enhance skills and industry knowledge

Fulltime

US Account Executive

As a Founding Account Executive in our US go-to-market team, you’ll help shape t...

Location

United States , New York

Salary:

100000.00 - 140000.00 USD / Year

Gain.pro

Expiration Date

Until further notice

Requirements

5+ years of SaaS sales or business development experience in fintech, data, or analytics
Required: experience working with Private Equity and M&A professionals, either as clients or stakeholders
Strong academic background, ideally with a degree in Business, Finance, or Economics
Excellent communication skills, with confidence in engaging senior stakeholders
Highly organized and self-starting, with strong forecasting and pipeline management skills
Entrepreneurial mindset, eager to help build and scale a high-growth business in a new market

Job Responsibility

Own and deliver your ARR target — Design your sales strategy, build pipeline, and close new business
Engage Tier 1 prospects — Build trusted relationships with decision-makers in Private Equity, M&A, and consulting
Lead discovery and demos — Run high-impact product walkthroughs tailored to client needs
Run trials — Design and execute compelling, value-driven trials to prove immediate ROI
Manage the full sales cycle — From initial outreach and qualification through to negotiation and closing
Collaborate cross-functionally — Align with Marketing, Product, and Leadership to maximize commercial impact
Optimize performance — Track and improve outreach strategy, messaging, and conversion rates
Leverage digital tools — Use CRM and sales enablement platforms to drive visibility and pipeline efficiency

What we offer

Health, dental, and vision insurance
401(k) plan with pension contribution
Hybrid work model — 3 days/week in our Manhattan office
20 days paid time off + public holidays
Annual learning & development budget
International offsites and local team events
A high-performance, inclusive culture with global collaboration and real ownership

Fulltime

New

Junior Account Executive

We’re looking for a proactive and detail-oriented Junior Account Executive to jo...

Location

United Kingdom , London

Salary:

27000.00 - 37000.00 GBP / Year

Hire Space

Expiration Date

Until further notice

Requirements

Have experience working within the events industry (essential)
Are exceptionally organised and confident handling multiple priorities at once
Have strong research, communication, and problem-solving skills
Enjoy building relationships and providing brilliant customer service
Are eager to develop commercial skills and grow in a sales-orientated environment
Work well both independently and as part of a team

Job Responsibility

Conduct comprehensive venue searches, covering a range of events from private dining to large-scale roadshows and product launches
Produce tailored proposals that match client requirements and showcase the best venue options
Coordinate and arrange site visits for shortlisted venues
Carry out in-depth research to identify standout, creative venue solutions
Manage inbound enquiries and support ongoing client communications to ensure a seamless experience
Keep CRM records accurate and up to date throughout the client interaction
Support the wider team with administrative or operational tasks that contribute to excellent client service
Represent Hire Space professionally when engaging with clients, venues, and suppliers

What we offer

Enhanced pension contributions
Medicash Pro-Active Health Cash Plan
Workplace Nursery Scheme which allows you achieve tax savings by paying your nursery fees through your gross pay
Professional Development Plans & Career Pathways
4 weeks Company Paid Sick Leave
Mental Health Leave
32 days holiday allowance with additional for long service
3pm Friday finishes during BST (average 36-hour working week over the year)
Tech and Cycle Schemes
Access to Juno wellbeing platform

Fulltime

Regional Account Executive

CaseGuard is a startup based in the DC area, expanding and looking for a Regiona...

Location

United States , Arlington

Salary:

60000.00 - 70000.00 USD / Year

CaseGuard

Expiration Date

Until further notice

Requirements

1 – 3 years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
Outbound sales representatives often juggle multiple leads and tasks simultaneously. Effective time management skills are essential for prioritizing activities, meeting deadlines, and maximizing productivity
Ability to build and maintain lasting relationships with key clients and build networks within the law enforcement community, healthcare, and the private sector
Ability to anticipate future business opportunities and customer needs
Ability to commute/work hybrid: Arlington, VA, or remote

Job Responsibility

Communicate with customers via phone, email, and chat
Provide knowledgeable answers to questions about the product, pricing, and plans
Work with internal departments to meet customers’ needs
Recording all interactions and relevant information in the customer relationship management (CRM) system to track progress and facilitate collaboration with other team members
Manage new leads, perform demos, send quotes, follow-ups, and licensing
Identifying potential customers through research, cold calling, email outreach, networking, and other means to generate leads
Traveling and representing CaseGuard at conferences across various industries, including law enforcement and government agencies

What we offer

Competitive Salary
Stock Option
Medical, Dental, and Vision Insurance
Paid Vacation
Ten paid holidays per year
Friendly and Learning environment

Fulltime

Account Executive – Personal Lines

Our client is seeking a personable and proactive Account Executive to manage a p...

Location

United Kingdom , South Yorkshire

Salary:

23000.00 - 33000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience in a client-facing role within personal lines insurance
Understanding of home, motor, and travel insurance products
Familiarity with platforms such as Acturis or similar
Working knowledge of FCA and Consumer Duty regulations
Working towards Cert CII or open to pursuing professional qualifications
Proven experience in renewals, client servicing, and business development

Job Responsibility

Act as the primary point of contact for a portfolio of private clients, delivering tailored insurance advice across home, motor, and travel products
Build strong, long-term client relationships through regular contact and policy reviews to ensure cover remains appropriate
Identify and convert new business opportunities through referrals, networking, and warm leads
Support the renewal process by negotiating favourable terms with insurers and ensuring timely policy updates
Maintain accurate and compliant client records, in line with FCA and Consumer Duty regulations
Clearly communicate policy details and terms, ensuring clients fully understand their cover and obligations
Collaborate with colleagues across the business to ensure high-quality service delivery
Stay informed of market developments, product changes, and regulatory updates, contributing to continuous improvement within the team

Fulltime

Private Banking Executive

As part of the Private Banking team, the Private Banking Executive will play a c...

Location

Switzerland , Geneva

Salary:

Not provided

barclays

Expiration Date

Until further notice

Requirements

Proven experience in the private banking sector, with exposure to high-net-worth clients and an understanding of their service expectations
Strong knowledge of KYC and AML regulations, with experience supporting ongoing compliance processes
Fluency in French, English, both written and spoken
Excellent command of Microsoft Office (Excel, Word, Outlook, PowerPoint)
Knowledge of Avaloq banking system is a strong plus

Job Responsibility

Assist private bankers in managing and maintaining client relationships, including attending meetings and taking detailed notes
Support compliance with the bank’s Know Your Customer (KYC) and Anti-Money Laundering (AML) obligations
Handle day-to-day client servicing, ensuring prompt and accurate execution of transactions and operations
Act as a liaison between clients, private bankers, and internal departments to facilitate smooth communication and issue resolution
Draft and prepare client correspondence and reports, and respond to administrative queries
Monitor client activity to identify and report potential risk events or complaints
Ensure precise and timely execution of all administrative tasks
Comply with the bank’s training and competency development program
Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication

What we offer

Wellness rooms
on-site cafeterias
fitness centers
tech-equipped workstations
hybrid working
structured approach to hybrid working with fixed 'anchor' days

Fulltime

Account Executive – Private Clients

Lawes Consulting Group

Location:
United Kingdom, Buckinghamshire

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
July 09, 2025

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