Private Client Account Executive

3 days ago

Birmingham, United Kingdom Brown & Brown Europe Full time

Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.
Berkeley Insurance Group's depth of experience enables the provision of independent advice and specialist expertise in various sectors.
The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.
In this position you will primarily be involved with offering and renewing contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers.
As an Executive you will manage an existing book of business dealing with new enquiries to expand the company client base.
The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access.
The office team is a friendly, caring and welcoming group of knowledgeable individuals.
The day to day: Service designated clients of Berkeley Insurance Group UK Ltd, 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 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 and hand over to relevant Account Executive/Director (if an allocated case).
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 with the Account Executive.
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.
What's on offer: Negotiable salary package & additional benefits Joint Pension contribution scheme Private Medical Scheme (available after 6 months) Permanent Health Insurance (available after 6 months) Hybrid Your Experience: Proven Private Client insurance broking experience.
Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies Strong understanding of insurance markets, products, wordings and options Acturis insurance broking software knowledge is an advantage

  • Private Client Account Executive

    5 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    3 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham...

  • Private Client Account Executive

    4 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    2 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    5 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    2 days ago

    Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Account Handler/Executive

    2 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Handler/Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Solicitor

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Executive Network Legal Limited Full time

    Job Title: Private Client Solicitor (Associate)About the Role: We are seeking a skilled and ambitious Private Client Solicitor to join our expanding team in Birmingham. As a Private Client Solicitor, you will be advising clients on all matters associated with lifetime tax planning, dealing with high net worth matters, and undertaking a caseload with a...

  • HNW Private Client Solicitor

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Executive Network Legal Limited Full time

    Private Client Solicitor OpportunityExecutive Network Legal Limited is seeking a skilled Private Client Solicitor to join their expanding team in Birmingham. The ideal candidate will have at least 4 years PQE in dealing with private client matters, with a focus on lifetime tax planning.Key Responsibilities:Advising clients on lifetime tax planning...

  • Account Manager

    6 months ago

    Birmingham, United Kingdom Lockton Companies Full time

    About the Role Provide support to the Account Executives and New Business Executives in the overall servicing of client policiesManage all client renewals and adjustments in a timely and professional mannerAccurately prepare client and market documentationIdentifying the risk exposures whilst advising on insurance and risk management solutionsProvision of...

  • Insurance Administrator

    6 months ago

    Birmingham, United Kingdom Lockton, Inc. Full time

    **General information**: **Reference **:002931 **Vacancy location**: **Location**: United Kingdom, Birmingham, Birmingham **Work Place**: Hybrid **Region**: UK **Vacancy details**: **Job Profile**: Lockton - Experienced Professional **Title**: Insurance Administrator - Private Client **Description**: Lockton is the world’s largest privately held...

  • Private Client Solicitor

    3 weeks ago

    Birmingham, United Kingdom Executive Network Legal Limited Full time

    Private Client Solicitor (Partner), 8+ Years PQE, West Midlands, £Highly Competitive - This leading national firm wishes to increase their private client offerings and hire a Private Client Partner, a capable ambassador who is ready to make that significant transition, take the lead and reap the benefits. JOB REF: 7687.• This highly successful and...

  • Private Client Solicitor

    2 months ago

    Birmingham, United Kingdom CV-Library Full time

    Our client, a forward-thinking law firm are currently looking to hire an experienced Private Client Solicitor / Associate to join their growing team in Birmingham. If you're passionate about supporting clients with a wide range of Private Client matters and you're eager to provide the best client experience then this may well be the role...

  • Insurance Administrator

    6 months ago

    Birmingham, United Kingdom Lockton, Inc. Full time

    Working at Lockton At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering...

  • Private Client Solicitor

    4 weeks ago

    Birmingham, United Kingdom Talk Staff Group Limited Full time

    Our client, a forward-thinking law firm are currently looking to hire an experienced Private Client Solicitor / Associate to join their growing team in Birmingham. If you're passionate about supporting clients with a wide range of Private Client matters and you're eager to provide the best client experience then this may well be the role for you.To be...

  • Private Client Solicitor

    1 month ago

    Birmingham, Birmingham, United Kingdom Wahed Inc. Full time

    Job Title: Private Client SolicitorWe are seeking a skilled Private Client Solicitor to join our team at Wahed Inc. in Birmingham. The successful candidate will have 1-5 years of post-qualification experience in Private Client law, with a focus on Wills, Probate, and Estate Planning.Key Responsibilities:* Drafting and advising on Wills, Powers of Attorney,...