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Private Clients Account Executive

2 months ago

Somerton, Somerset, United Kingdom Brown & Brown Europe Full time

Job Summary:

Brown & Brown Europe is seeking an experienced Private Clients Account Executive to join their team. As a key member of the Private Clients department, you will be responsible for providing exceptional customer service and market buying power to deliver the right insurance protection for high net worth individuals and families.

Key Responsibilities:

  • Service designated clients, ensuring their retention and the company's income growth.
  • Work closely with other Account Executives and Directors to provide the highest standard of service to customers.
  • Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation and computer work.
  • Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
  • Check all documentation for accuracy prior to sending to clients.
  • Obtain quotations for any relevant new policies or renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules.

Requirements:

  • Confident in handling quotation enquiries, renewals, and midterm adjustments for various high net worth insurance policies.
  • Acturis insurance broking software knowledge is an advantage.

Benefits:

  • Joint Pension contribution scheme.