Company: CAPIO RECRUITMENT INSURANCE
Job Type: Permanent, FullTime
Salary: £35,000 - £55,000 per annum, Inc benefits, OTE
Job Title: Private Clients ExecutiveLocation: Kensington (Hybrid: Tue-Thu in-office)Salary: £35,000-£55,000Benefits: Hybrid working, quarterly performance bonus (£750-£1,250) plus discretionary annual bonus
About the Company:This established and growing brokerage is renowned for its high standards and expertise in the high-net-worth private client space. With a loyal client base and strong internal culture, the team thrives on service excellence, professional development, and fostering meaningful client relationships.
Role Summary:An opportunity to join a high-performing team managing a prestigious book of high-net-worth motor and personal lines clients. With a focus on relationship-building and client retention, you'll support a book of 20-40 clients, handling high-value vehicles (£100k+), cross-selling additional policies, and rounding out cover across homes and other assets. You’ll work alongside a smart, lively team who value face-to-face client interaction and take pride in delivering a polished service.
Key Responsibilities:
• Manage renewals and MTAs across a curated portfolio of high-net-worth clients: build long-term client trust
• Handle high-value motor policies (including single and multi-vehicle): provide expert, tailored cover
• Cross-sell household and other personal lines: round out protection and increase client retention
• Promote in-person meetings where appropriate: build rapport and strengthen client loyalty
• Collaborate within a supportive, energetic team: thrive in a vibrant, professional office
Requirements:
• Minimum 12 months’ experience in personal lines insurance
• Exposure to motor and household products — ideally in the high-net-worth space
• Smart, polished presentation style with confidence meeting clients face-to-face
• Comfortable working across hybrid arrangements (Tue-Thu in-office)
If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.
Related Job Titles: Private Clients Account Handler, HNW Motor Executive, Personal Lines Executive, High-Net-Worth Account Manager, Private Client Insurance Advisor