Personal Lines

Private Client Executive

Ref: 3542| Posted: 22nd Feb 2021

Private Clients Executive – Reading – up to £30,000 plus benefits

Insure Recruitment are working with a growing Insurance brokers who are keen to make an addition to their personal lines insurance team.

You will be responsible to achieve agreed Company forecasts, plans, targets, and budgets for the development of existing and new customers' personal lines policies, including but not limited to Home, High Net Worth, Motor, travel, and associated policies. Giving a comprehensive Personal insurance service to existing and potential new customers. Develop an initial and ongoing knowledge and understanding of customer requirements and ensure these are met at all times. Offer advice and guidance on risk management issues where required.


Monitor performance against objectives, forecasts, plans, targets, and budgets and provide regular feedback to the Manager and the Director in this respect

Maintain  appropriate,  regular contact  with  existing  customers, to  ensure  their  insurance  requirements continue to be  met

Identify  and  acquire  new customers  for  the  business  in line  with  objectives,  forecasts,  plans,  targets, and budgets

Identify,  recommend, and  agree to corrective action  with  the  Manager  and  the  Director  as  appropriate,  where deviations  in performance below plans occur, or  where  other problems arise affecting sales or customer satisfaction

Promote and maintain a high Company image of professionalism, competence, and customer satisfaction

Ensure customers’ credit is within agreed Company limits at all times, and assist Accounts Department with securing payment of invoices outstanding beyond normal terms and periods of payment

Be responsible for ensuring the collection of monies from clients within the Company’s agreed credit period, whilst maintaining good relationships with those clients and with insurers.

The job requires a thorough knowledge of:

The principles, practices, and legalities of General Insurance

The UK General Insurance market in respect of Personal insurances

FCA Regulations for dealing with Personal Customers

Sales techniques and methods

Credit management procedures

The job requires knowledge of:

The operation of the Company’s IT system, including procedures, authority limits, and audit trails

The Data Protection Act

Requirements of money laundering legislation

FCA regulations for dealing with Client Money and Treating Customers Fairly

Rehabilitation of Offenders, Disability Discrimination and Race Relations Acts



Death in service


Competitive salary