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Account Executive – Private Clients

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Buckinghamshire

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Category:

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Contract Type:
Not provided

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Salary:

33000.00 GBP / Year

Job Description:

Lawes Recruitment is working on behalf of a respected insurance brokerage to appoint a dedicated and professional Account Executive to join their growing Private Client team. The role focuses on managing and developing a portfolio of personal lines clients, delivering tailored insurance solutions across home, motor, travel, and high-value policies. You’ll be responsible for strengthening client relationships, handling renewals, generating new business, and ensuring ongoing service excellence in line with FCA and Consumer Duty standards.

Job Responsibility:

  • Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
  • Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
  • Identify and pursue new business opportunities through referrals, networking, and warm leads
  • Liaise with insurers to negotiate favourable terms and present suitable product options
  • Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
  • Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
  • Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

Requirements:

  • Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
  • Working knowledge of products such as home, motor, and travel insurance
  • Familiarity with insurance platforms and client management systems
  • Understanding of FCA compliance and Consumer Duty principles
  • Working towards or willing to study for professional qualifications (e.g. Cert CII)
  • Experience in handling renewals, new business, and general personal lines account servicing

Additional Information:

Job Posted:
July 09, 2025

Employment Type:
Fulltime
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