Senior Account Executive (Insurance)

Location: Leicester, England, United Kingdom; office-based

Company

Brown & Brown provides insurance services for private clients, including high-net-worth customers.

What you will do

• Manage and retain an allocated portfolio of private and high-net-worth clients.
• Conduct annual client reviews and identify changes in circumstances, exposures, and insurance needs.
• Obtain and negotiate insurer quotations, recommend suitable cover, and process new business, renewals, adjustments, and policy changes.
• Review policy documentation, maintain accurate client records, and support clients through claims.
• Meet retention, income, and new business targets through referrals, networking, cross-selling, and upselling.
• Follow FCA regulations, Consumer Duty requirements, company procedures, and credit control processes.

Requirements

• Experience in private client, high-net-worth, or personal lines insurance.
• Strong communication, relationship-building, prioritization, and deadline-management skills.
• High attention to detail and commitment to quality customer outcomes.
• Proficiency with insurance systems, insurer portals, and Microsoft Office applications.
• Understanding of FCA regulations and customer outcome requirements.

Nice to have

• Cert CII qualification or progress toward qualification.
• Experience handling complex high-net-worth risks.
• Knowledge of Acturis.

Culture & Benefits

• Negotiable basic salary with benefits, including 25 days of holiday plus bank holidays, pension, and death-in-service cover.
• Flexible benefits and an annual share-save scheme with a 15% discount on Brown & Brown shares after probation.
• Fully funded professional qualifications, learning, training, and CPD support.
• Health, dental, vision, life, and disability insurance benefits.
• Retirement and savings programs, mental health services, paid sick or personal time, and partner discounts.