Private Client Account Executive

Time 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 required

Skills & 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 it

Personal 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 environment

In 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!