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- Tasks: Manage high net worth clients and provide exceptional service while handling complex accounts.
- Company: Join a dedicated team focused on exceeding client expectations in the insurance sector.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Build meaningful relationships and work with unique assets like supercars and dream homes.
- Qualifications: Great interpersonal skills and experience in customer service are essential; degree preferred but not required.
- Other info: Opportunity to visit spectacular homes and engage with clients face-to-face.
The predicted salary is between 36000 - 60000 £ per year.
Location: York
Full/Part Time: Full Time
About the Team:
The Private Client team is dedicated to the brand and exceeding the expectations it sets. They are committed to meeting and servicing the insurance needs of their high net worth clients.
The Role:
You will be the port of call for your portfolio of high net worth customers, as well as supporting the wider team in the management of very large, complex accounts. Knowing your customers by name, you will be the face of their brand and provide the exceptional service that their customers expect. Creating and maintaining relationships that matter, not just selling their products but really understanding the customer’s needs and ensuring they are fully protected year after year.
A true account handler role means working in a fast-paced and often changing environment, whilst dealing with a high volume of client enquiries. You will understand the customers’ needs to ensure the effective negotiation of renewal terms, processing of mid-term changes and identification and conversion of cross-sell opportunities. You will also seize opportunities to convert new business when your clients refer their contacts to you. It sometimes means getting out and meeting your customers, visiting some of the most spectacular homes in the UK.
A small but growing team, where exceptional customer service is a given and the intellect to digest complexity whilst building rapport is essential.
What you’ll be doing as a Senior Account Manager:
- Full responsibility for the retention of your client portfolio
- Building and enhancing both external and internal relationships; dealing with varied and wide ranging private client contacts on a daily basis
- Getting to know and understand your clients – building relationships and facilitating and converting unprompted enquiries
- Negotiating mid-term and renewal terms and, sometimes new business terms, on dream homes, unique collections, supercars and holiday villas
- Growing the team’s existing business income through retention, cross-sell and up-sell
- Going the extra mile when dealing with challenging situations, bringing the brand and values to life in every transaction
- Ensuring client data security and privacy is maintained at all times
Must haves:
- Great with people, able to build honest and effective relationships
- Experience of exceptional customer service and client management
- Able to effectively service customers using expert product knowledge
- Adapts well to change and picks up new systems quickly
- Suggests ways of improving existing work processes, to enhance overall team efficiency and accuracy
- Demonstrable drive and energy to move self and business forward
Nice to haves:
- Preferably degree qualified, although this is not a pre-requisite for an experienced insurance professional
- CII qualification or progression towards qualification
Senior Account Handler – Private Clients employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Handler – Private Clients
✨Tip Number 1
Network with professionals in the insurance industry, especially those who work with high net worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific needs of this clientele.
✨Tip Number 2
Familiarise yourself with the latest trends and challenges in the private client insurance market. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the unique needs of high net worth individuals.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully built relationships and provided exceptional customer service. Highlighting your experience in managing complex accounts will show that you're ready for the fast-paced environment of this role.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our brand and how we approach client relationships will allow you to align your answers during discussions, showcasing that you're a great fit for our team.
We think you need these skills to ace Senior Account Handler – Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management and customer service. Emphasise your ability to build relationships and manage high net worth clients, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for providing exceptional customer service. Mention specific examples of how you've successfully managed client portfolios and built strong relationships in previous roles.
Showcase Relevant Skills: Highlight skills that align with the job description, such as negotiation, adaptability, and problem-solving. Use concrete examples to demonstrate how you've applied these skills in past experiences.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial for this role.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Clients
Before the interview, research the company’s high net worth clients and their specific needs. Be prepared to discuss how you would build relationships with these clients and provide tailored solutions.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences that demonstrate your exceptional customer service skills. Highlight situations where you went above and beyond to meet client expectations.
✨Demonstrate Adaptability
The role requires adapting to a fast-paced environment. Share instances where you successfully managed change or handled multiple client enquiries simultaneously, showcasing your ability to thrive under pressure.
✨Discuss Your Industry Knowledge
Familiarise yourself with the insurance industry, particularly regarding high net worth clients. Be ready to discuss trends, challenges, and how your expertise can benefit the company and its clients.
