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    {"title": "Private Clients Account Executive", "description": "Job SummaryWe are seeking an experienced Private Clients Account Executive to join our professional and welcoming team based out of the Somerton Head Office in Somerset.As a Private Clients Account Executive, you will be responsible for managing an existing book of business, dealing with new...


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    {"title": "Private Clients Account Executive", "description": "Job SummaryWe are seeking an experienced Private Clients Account Executive to join our professional and welcoming team based out of the Somerton Head Office in Somerset.As a Private Clients Account Executive, you will be responsible for managing an existing book of business, dealing with new...


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    {"h1": "Private Clients Account Executive Role at Brown & Brown Europe", "p": "We are seeking an experienced Private Clients Account Executive to join our professional and welcoming team based out of the Somerton Head Office in Somerset. As a key member of our team, you will be responsible for managing an existing book of business, dealing with new...


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Account Executive

2 months ago


Somerton, Somerset, United Kingdom Brown & Brown Europe Full time
About the Role

We are seeking an experienced Insurance Broker to join our team at Brown & Brown Europe as a Private Clients Account Executive. This is an exciting opportunity to work with high net worth individuals and families, providing bespoke insurance solutions to meet their unique needs.

Key Responsibilities
  • Service designated clients, ensuring their insurance needs are met and the company's income is maintained or developed.
  • Work closely with other Account Executives and Directors to provide exceptional service to customers.
  • Secure and arrange appropriate insurance cover at renewal, completing all relevant documentation and computer work.
  • Take instructions from clients and Account Executives, and give instructions to insurers.
  • Process mid-term adjustments and declarations, and update records.
  • Handle invoicing of all premiums due.
  • Check documentation for accuracy before sending to clients.
  • Obtain quotations for new policies and renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with company procedures and FCA standards.
  • Monitor trends, analyze results, and prepare feedback to senior staff.
  • Deal with client issues, referring to the appropriate person when necessary.
Requirements
  • At least 2+ years of insurance broking experience.
  • Confident in handling quotation enquiries, renewals, and midterm adjustments for high net worth insurance policies.
  • Understanding of insurance markets, products, wordings, and options.
  • Acturis insurance broking software knowledge is an advantage.
What We Offer
  • Negotiable salary package and additional benefits.
  • Joint pension contribution scheme.