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Permanent

Private Clients Account Executive

Cowell Recruitment
Fareham
money-bag £10000 - £500000 Annual
Posted: 04 July 2026 (Today)
Closing date: 03 August 2026
Ref: 3132554253

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 and 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 and Administration: Ensure all ..... full job details .....

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