Account Executive – Private Clients

Job title: Account Executive – Private Clients

Salary: £55,000

Location: London – Hybrid 2 days in office

PURPOSE OF ROLE

Acting as a trusted recruitment partner, Lawes Recruitment is working alongside a growing insurance business to recruit a talented Account Executive for its Private Client division. You’ll be responsible for managing a portfolio of high-net-worth, mid-market, and emerging wealth clients, delivering tailored personal insurance solutions across home, motor, travel, and lifestyle risks. This is a client-facing role focused on retention, growth, and service excellence in a high-performing, forward-thinking environment with strong private equity backing. 

RESPONSIBILITIES

• Manage and retain a portfolio of Private Client and HNW accounts, acting as a trusted advisor
• Identify new business opportunities within the portfolio and through referrals and market engagement
• Oversee renewals and policy adjustments to ensure clients’ coverage stays aligned with their evolving needs
• Negotiate with insurers to secure competitive, bespoke terms on behalf of clients
• Maintain full FCA compliance and uphold all internal risk and audit procedures
• Collaborate closely with internal teams to deliver a seamless client experience
• Keep informed on market developments to advise clients effectively and share knowledge internally 

DAY-TO-DAY

• Serve as the main point of contact for a book of HNW and Private Client accounts
• Conduct regular policy reviews, meetings, and renewal discussions
• Work with account handlers and insurers to ensure accurate and timely servicing
• Identify and act on cross-sell and upsell opportunities across the portfolio
• Keep systems up to date with client activity, policy changes, and communication logs
• Stay current on market trends, insurer appetite, and compliance updates 

EXPERIENCE

• Proven experience within Private Client, Mid-Market, or Emerging Wealth insurance sectors
• Strong working knowledge of personal lines products relevant to HNW clients
• Track record of managing client portfolios and delivering exceptional service
• Experience with insurance systems and back-office platforms
• Cert CII qualification or progression towards it is desirable 

SKILLS

• Able to build and maintain relationships with high-net-worth individuals with professionalism and discretion
• Confident in negotiating and presenting insurance solutions in a consultative manner
• Highly organised, with strong attention to detail and time management
• Comfortable handling multiple priorities and adapting to clients’ changing needs
• Proactive in generating new opportunities and developing the portfolio further
• Collaborative mindset with the ability to work effectively across teams 

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