Private Clients Account Executive

• Service designated clients, ensuring that they are retained, and the Company’s income is maintained/ developed, including client visits., passing files/ instructions to appropriate staff
• Work closely with other Account Executives and Directors to provide highest standard service to customers
• Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work
• Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate
• Give instructions to insurers
• Ensure mid-term adjustments and declarations are processed and records updated
• Handle the invoicing of all premiums due
• Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client
• Obtain quotations for any relevant new policies/renewals
• Maintain effective credit control on allocated cases
• Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated
• Be aware of market conditions and the strengths and weaknesses of competitors
• Visits to customers where agreed
• Monitor trends, analyse results and prepare feedback to senior staff
• Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience

• Requirement of at least 3+ years insurance broking experience
• Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
• Understanding of insurance markets, products, wordings and options
• Acturis insurance broking software knowledge is an advantage

Acturis insurance broking software knowledge

• 25 days holiday + Bank Holidays
• Pension
• Death in Service
• 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)