Private Client Account Executive
2 months ago
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 Associate
1 month ago
Birmingham, UK, West Midlands, United Kingdom Wilson Mannion Legal Recruitment Part timeSolicitor – Private ClientBirminghamSalary £57k- £63kWith extensive benefits package and flexible hours to include homeworking in line with their hybrid-working policy.Are you ready to join a dynamic, client-focused Top 200 Law firm and advance your career in Private Client law?Why Join Us?Extensive Benefits Package: Enjoy a range of benefits designed to...
-
Account Executive
5 months ago
Warwickshire, UK, West Midlands, United Kingdom next level - marketing, creative, PR & digital recruitment Full timeAccount Executive, up to £35k, Hybrid Working, WarwickshireAbout the CompanyThis is a great opportunity to work within a hugely ambitious, world-renowned agency. Working here, you will get the opportunity to work alongside an extremely talented client services team and to work across some jaw dropping clients spanning B2C!DescriptionDay to day as the...
-
Private Client Solicitor
1 week ago
Birmingham, West Midlands, West Midlands, United Kingdom G2 Legal Limited Full timeMy client, a prestigious Legal 500 law firm, is seeking to recruit a Private Client Solicitor for its Birmingham city centre office. Renowned for delivering top-quality and bespoke services to clients, the firm takes pride in promoting a healthy work-life balance and fostering an inclusive, supportive culture. With an outstanding staff retention rate and a...
-
Account Executive
1 week ago
Birmingham, UK, West Midlands, United Kingdom DevComms Full timePosition: ACCOUNT EXECUTIVEIndustry/sector: Built environment PR/Public affairs/Stakeholder engagementSalary: £22,000 – £27,000 DOE, plus benefitsLocation: MidlandsAbout DevCommsDevComms is an innovative and forward-thinking stakeholder engagement consultancy dedicated to the built environment sector. We are looking for a dynamic Account Executive to...
-
Private Client Tax Consultant
1 week ago
Shropshire, UK, West Midlands, United Kingdom Alexander Lyons Solutions Full timePrivate Client Tax Consultant – Shrewsbury, Shropshire & Cheshire Location: Shrewsbury-HQ; Offices across CheshireSalary: £55,000Are you ready to elevate your career in Private Client Tax Advisory? Do you thrive in a fast-paced, client-focused environment where no two days are the same? If so, we’ve got the perfect opportunity for you!Our client is on...
-
Senior Media Account Executive
1 week ago
Birmingham, UK, West Midlands, United Kingdom Pitch Consultants Full timeSenior Media Account Executive (planning & buying)Birmingham£27,000 - £30,000This innovative independent media planning and buying agency based in Birmingham is on the lookout for a talented Senior Media Account Executive to it’s brilliant team. This agency has a fantastic culture, close knit and supportive team and can offer an excellent career path...
-
Private Client Solicitor
2 months ago
Birmingham, West Midlands, West Midlands, United Kingdom G2 Legal Limited Full timeSolicitor/Associate – Private Client Team (Birmingham) Our client, a top 200 law firm, is seeking a private client Solicitor or Associate to join its thriving Private Client team in Birmingham.If you are passionate about client care and ready to work on a diverse range of matters, this could be the role for you.The RoleYou will handle a broad caseload,...
-
Senior Corporate Account Handler
2 months ago
Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full timeTitle: Senior Corporate Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefitsOverview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Senior Corporate Account Handler to join our professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...
-
Client Assistant
1 month ago
Birmingham, UK, West Midlands, United Kingdom Shakespeare Martineau Full timeClient Assistant - Birmingham - 4 days a week Meet the teamOur award winning, highly skilled and experienced Private Capital group provide a wide range of services and advice to empowering families to define their unique long-term goals and legacy. We undertake various Family and Private Client work at all levels and across many sectors.Our Private Client...
-
Private Client Senior Associate
2 weeks ago
Worcestershire, UK, West Midlands, United Kingdom Gleeson Recruitment Group Full timePRIVATE CLIENT SENIOR ASSOCIATEAn exciting opportunity has arisen for a Private Client Senior Associate to join a leading regional law firm known for its dynamic and forward-thinking approach. This company has a rich history dating back hundreds of years and is recognised for its commitment to delivering exceptional client service across a range of legal...
-
Commercial Managing Director
1 month ago
Birmingham, UK, West Midlands, United Kingdom SF Executive Full timeSF Executive are proud to be working with a fantastic, high growth, Birmingham-based technology business that is seeking to appoint a Commercial Managing Director to head up their Communications services division (connectivity, mobile as a service, unified comms etc.) This role will be critical in the ongoing success of their business over the coming years....
-
Accounts Manager
1 month ago
Birmingham, UK, West Midlands, United Kingdom NFP, an Aon company Full timeWe are recruiting for an Accounts Manager on a 6 month FTC, to support the Commercial Solutions Finance team in the day-to-day management of client and insurer accounts for the NFP UK Holdings group of companies.Overview of dutiesReconcile insurer accounts on a regular basis and make payments within terms of credit as requiredSupport the credit control...
-
Key Account Director
2 months ago
Birmingham, UK, West Midlands, United Kingdom Concept Full timeKey Account Director Company OverviewMy client is a PE-backed tech and digital transformation business specializing in Microsoft technologies, including Azure, AI, Data, and PowerApps. Our mission is to drive growth and operational efficiency through innovative solutions, including modernizing legacy systems for greater agility.Role PurposeWe are seeking an...
-
Growth Account Manager
2 months ago
Birmingham, UK, West Midlands, United Kingdom LRQA Full timeLRQA Nettitude is currently going through a period of accelerated growth within our UK office. We are looking to add multiple roles to the UK Sales Team; one of these is an ambitious Growth Account Manager to support our client expansion. You will work with a large variety of industries and geographies. For the UK Sales team, the key objectives of the...
-
Account Manager
3 days ago
Warwickshire, UK, West Midlands, United Kingdom next level - marketing, creative, PR & digital recruitment Full timeAccount Executive - Account Manager, up to £35k, Hybrid Working, WarwickshireAbout the CompanyThis is a great opportunity to work within a hugely ambitious, world-renowned agency. Working here, you will get the opportunity to work alongside an extremely talented client services team and to work across some jaw dropping clients spanning B2C!DescriptionThe...
-
Executive Assistant
1 month ago
Birmingham, UK, West Midlands, United Kingdom Medlock Partners Full timeExecutive AssistantHybrid- 50% WFH/ 50% Office BasedBirmingham City CentreEmploymentAre you an experienced Executive Assistant looking for a new challenge? Our client, a prestigious top 50 UK law firm, is seeking a dedicated and proactive Executive Assistant to provide crucial support to their senior team.The Role:As an Executive Assistant, you will play a...
-
Strategic Account Manager
2 months ago
Birmingham, UK, West Midlands, United Kingdom LRQA Full timeWe are seeking a Strategic Account Manager to join our team in Birmingham and play a pivotal role in expanding our market presence and ensuring client satisfaction.Are you a dynamic professional with a passion for building strategic relationships and driving business growth?If you are ready to make a significant impact and help us grow, we invite you to...
-
Senior Account Handler
4 months ago
Birmingham, UK, West Midlands, United Kingdom NFP, an Aon company Full timeWe are recruiting for a Senior Account Handler to assist in delivering exceptional service to NFP clients through a desk-based service model whilst assisting in increasing business efficiency and optimising service delivery. Overview of duties:Provide a high level of professional advice and all-round service in all aspects of the client relationship -...
-
Site Reliability Engineering Manager
2 weeks ago
Birmingham, UK, West Midlands, United Kingdom Tiro Associates - Executive Search & Selection Full timeAs the Site Reliability Manager for a global business you will be responsible for leading a reliability team and driving best practice forward throughout the site, stores and procurement across a heavy industrial manufacturing site. Our client is an established, growing global multibillion GBP t/o business. The Birmingham site has a planned £10million CAPEX...
-
Head of Commercial Development
1 month ago
Birmingham, UK, West Midlands, United Kingdom SF Executive Full timeSF Executive are partnered with a Birmingham based, successful, commercially driven, not-for-profit that is seeking to appoint a Head of Commercial Development to their SLT, to play a vital role in their ongoing success for the years to come. This organisation acts as a support and champion for local businesses in Birmingham, through offering a selection of...