Account Executive – Private Clients

Job title: Account Executive – Private Clients

Salary: £33,000

Location: Buckinghamshire

PURPOSE OF ROLE

Lawes Recruitment is working on behalf of a respected insurance brokerage to appoint a dedicated and professional Account Executive to join their growing Private Client team. The role focuses on managing and developing a portfolio of personal lines clients, delivering tailored insurance solutions across home, motor, travel, and high-value policies. You’ll be responsible for strengthening client relationships, handling renewals, generating new business, and ensuring ongoing service excellence in line with FCA and Consumer Duty standards.

RESPONSIBILITIES

• Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
• Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
• Identify and pursue new business opportunities through referrals, networking, and warm leads
• Liaise with insurers to negotiate favourable terms and present suitable product options
• Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
• Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
• Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

DAY-TO-DAY

• Engage with clients to manage enquiries, provide guidance, and deliver personalised insurance advice
• Oversee and process renewals, ensuring coverage remains appropriate and competitive
• Work proactively to expand your client base and support wider team objectives
• Communicate with insurers and underwriters to secure favourable outcomes for clients
• Use insurance systems (e.g., Acturis or similar) to maintain accurate records and handle policy administration

EXPERIENCE & REQUIREMENTS

• Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
• Working knowledge of products such as home, motor, and travel insurance
• Familiarity with insurance platforms and client management systems
• Understanding of FCA compliance and Consumer Duty principles
• Working towards or willing to study for professional qualifications (e.g. Cert CII)
• Experience in handling renewals, new business, and general personal lines account servicing

SKILLS

• Able to communicate clearly and professionally with clients, both verbally and in writing
• Strong attention to detail and organisation, with the ability to manage a varied portfolio efficiently
• Comfortable working in a fast-paced environment, balancing multiple client needs and priorities
• Proactive in identifying opportunities for new business and following through to conversion
• Confident using insurance systems and technology to process and update policy records
• Naturally collaborative, with a willingness to work closely with colleagues to achieve team goals
• Focused on delivering excellent client service and maintaining long-term relationships

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at admin@lawesgroup.co.uk