Job Title: Private Client Account ExecutiveLocation: 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.