Private Clients Account Executive

Job Title: Private Client Account Executive

Location: Hampshire / Fareham Area (with regional travel)

Position Type: Full-time, Monday – Friday (8:30am – 5:00pm)

Are you an ambitious insurance professional looking to elevate your career with a leading, dynamic brokerage?

We are seeking a proactive and driven Private Client Account Executive to join a highly respected insurance group. In this role, you will blend strategic new business development with elite relationship management, maximizing the growth and retention of a high-value private client portfolio.

If you are a relationship-builder who thrives on autonomy, delivering exceptional service, and winning new business, we want to hear from you.

Key Responsibilities:

• Sales & Market Growth: Proactively generate high-value new business leads through targeted marketing campaigns, networking, referrals, and tele-marketing to consistently achieve individual sales targets.

• Account Management: Build and nurture long-term relationships with a designated portfolio of private clients, ensuring an exceptional renewal retention rate (target of 90%+).

• Client Advisory: Conduct comprehensive risk assessments to fully understand client needs, taking full presentations to market to secure the best premiums and coverage.

• Service Excellence: Maintain impeccable customer service standards, ensuring client queries, documentation, and mid-term adjustments are handled accurately and swiftly.

• Compliance & Administration: Ensure all client interactions, files, and financial processing are meticulously documented on internal IT systems in strict accordance with FCA regulations and Consumer Duty standards.

What We Are Looking For:

• Proven Insurance Experience: A strong background within the insurance sector, ideally dealing with Private Clients or High-Net-Worth individuals.

• Sales Drive: A proven track record of generating your own leads, closing sales, and building a pipeline through networking and proactive outreach.

• Industry Credentials: Cert CII qualified (or actively working towards it). Continuous Professional Development (CPD) is actively supported and expected.

• Regulatory Knowledge: A solid understanding of FCA regulations, including Treating Customers Fairly (TCF) and Consumer Duty principles.

• Communication Skills: Exceptional interpersonal skills with the ability to build rapport with affluent clients and collaborate effectively with internal Account Handlers and Claims teams.

What’s on Offer:

• A supportive, progressive environment with dedicated backing from internal Account Handlers and Claims departments.

• Clear pathways for professional development and funded support for insurance qualifications.

• A competitive commission/incentive framework to reward your new business success.

To Apply: Please submit your CV for immediate consideration.

COWELL RECRUITMENT LTD IS AN EQUAL OPPORTUNITIES RECRUITMENT AGENCY. E&OE. Please note: Only candidates with right to work (RTW) and industry experience will be contacted for this role.