Private Client Account Executive

6 days ago


Holborn, United Kingdom Time Appointments Full time

Job DescriptionTime Appointments are working on behalf of a prestigious, independent insurance broker specialising in high-value personal insurance who are looking for a Private Client Account Executive to join their team.The Private Client Account Executive will be responsible for managing a portfolio of high-value clients, providing expert guidance on complex personal insurance needs. This role requires exceptional relationship-building skills, technical knowledge of personal lines insurance, and the ability to deliver a premium service experience.Key Responsibilities: * Manage and grow a portfolio of HNW/UHNW private clients * Act as the main point of contact for all insurance queries * Conduct detailed client reviews, ensuring cover remains aligned with evolving needs * Deliver an exceptional, personalised service at every interaction * Advise on high-value home, motor, fine art, jewellery, collectibles, marine, travel, and other specialist personal lines products * Prepare quotations, renewal presentations, and recommendations * Conduct risk assessments, liaising with underwriters and risk surveyors as needed * Ensure documentation, compliance, and client communications meet FCA and internal standards * Build trusted, long-term relationships with clients, insurers, introducers, and partners * Support business development initiatives and seek opportunities to grow accounts * Attend client meetings, property visits, and networking events when requiredSkills & Experience Required: * Experience in private client or high-value personal lines insurance (Account Executive or Senior Account Handler level) * Strong understanding of high-net-worth insurance products and underwriting principles * Excellent communication and interpersonal skills; able to deal confidently with discerning clients * Proven ability to manage complex accounts with attention to detail * Strong organisation, prioritisation, and time management skills * Experience working with specialist markets such as Hiscox, Chubb, AIG Private Client Group, Aviva Private Clients, or equivalent * Cert CII qualification (preferred) or willingness to work toward itPersonal Attributes: * Professional, efficient and client-focused * Commercially aware with a consultative mindset * High integrity and commitment to excellence * Calm under pressure and adaptable in a fast-moving environmentIn return, the successful candidate will receive a competitive salary, flexible working, a generous bonus scheme and 25 days holiday + BH. Plus, the opportunity to work for a very prestigious company who support their staff



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