Senior Account Executive

Title: Senior Account ExecutiveLocation: LeicesterSalary: Negotiable + benefits Job Purpose We are currently looking for a Senior Account Executive / Private Client Executive to be based out of our welcoming and professional Leicester office. This position will manage and develop a portfolio of HNW and Private Client customers, delivering exceptional customer service, strong retention performance, and sustainable growth through new business and account development. The role requires a consultative approach, ensuring clients receive tailored insurance solutions that meet their individual circumstances and evolving insurance needs. Key Responsibilities Client Relationship Management Manage and retain an allocated portfolio of private clients. Conduct thorough annual client reviews and identify any changes in circumstances, exposures, or insurance requirements. Develop and maintain strong long-term relationships with clients, introducers, insurers and internal stakeholders. Deliver a highly personalised and professional service consistent with the expectations of HNW clients. Insurance and Technical Responsibilities Obtain and negotiate quotations from insurers and recommend the most suitable cover solutions. Ensure all renewals are invited, reviewed and completed within regulatory and business timescales. Process new business, renewals, mid-term adjustments and other policy changes accurately. Identify gaps in cover and proactively recommend suitable protection ..... full job details .....