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For Companies At a Glance
- Tasks: Support the Private Client Department by managing high-value insurance portfolios and client relationships.
- Company: Join a growing team focused on delivering exceptional service to valued private clients.
- Benefits: Enjoy hybrid working options and the chance to develop your skills in a supportive environment.
- Why this job: Be part of a successful team where your contributions directly impact client satisfaction and revenue growth.
- Qualifications: Experience in private client insurance is essential; Cert CII qualification preferred.
- Other info: This role offers a unique opportunity to work with high-net-worth clients and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
- Private Clients
- Revenue Generation
- Hybrid Working
We're looking for a Private Client Account Handler to join our growing team and play a key role in supporting our Private Client Department. This is a fantastic opportunity to work alongside a successful team, where your expertise will directly contribute to the growth of the department and the satisfaction of our valued clients.?? What You’ll Be Doing:
- Lead by example in the private client broking team, championing best practices and service excellence.
- Support Account Executives and Managers in acquiring, maintaining, and renewing high-value private client insurance portfolios.
- Play a pivotal role in maintaining strong client relationships, ensuring every interaction adds value and builds trust.
- Contribute to revenue growth through client retention and upselling/cross-selling opportunities.
?? What You’ll Bring:
- Proven experience in private client or personal lines insurance, ideally with high-net-worth clients.
- A client-first mindset with the ability to build rapport and handle complex insurance needs.
- Strong knowledge of private client insurance products and the broking lifecycle.
- Excellent organisational and communication skills.
- Cert CII qualified (or working towards) is preferred.
Private Client - Account Handler employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client - Account Handler
✨Tip Number 1
Familiarise yourself with the latest trends in private client insurance, especially those relevant to high-net-worth individuals. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to understanding the needs of potential clients.
✨Tip Number 2
Network with professionals in the private client insurance sector. Attend industry events or join relevant online forums to connect with others in the field. Building relationships can lead to valuable insights and even referrals for job opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight instances where you've added value or resolved complex issues, as this will showcase your ability to excel in the role.
✨Tip Number 4
Research StudySmarter's values and culture to align your approach during the interview process. Understanding our mission and how we support our clients will help you articulate why you're a great fit for the team.
We think you need these skills to ace Private Client - Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client or personal lines insurance. Emphasise any work with high-net-worth clients and showcase your understanding of the broking lifecycle.
Craft a Compelling Cover Letter: Write a cover letter that reflects your client-first mindset. Use specific examples to demonstrate how you've built strong client relationships and contributed to revenue growth in previous roles.
Highlight Relevant Qualifications: If you have Cert CII qualifications or are working towards them, make this clear in your application. This shows your commitment to professional development in the insurance field.
Showcase Communication Skills: In your application, provide examples of your excellent organisational and communication skills. Mention situations where you successfully handled complex insurance needs and maintained client satisfaction.
How to prepare for a job interview at Fram Search
✨Showcase Your Client-Focused Mindset
During the interview, emphasise your ability to build rapport with clients. Share specific examples of how you've successfully managed client relationships in the past, especially with high-net-worth individuals.
✨Demonstrate Your Industry Knowledge
Be prepared to discuss your understanding of private client insurance products and the broking lifecycle. This will show that you are knowledgeable and serious about the role.
✨Highlight Your Organisational Skills
Since the role involves supporting Account Executives and Managers, illustrate your organisational skills. Talk about how you prioritise tasks and manage multiple client portfolios effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare scenarios where you had to handle complex insurance needs or upsell/cross-sell opportunities, showcasing your strategic thinking.
