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- Tasks: Manage and grow a portfolio of high net worth clients, providing exceptional service and expert advice.
- Company: Join a respected independent broker known for bespoke insurance solutions for affluent individuals.
- Benefits: Enjoy a competitive salary, bonuses, pension, and comprehensive benefits package.
- Why this job: Be part of a dynamic team, enhancing your skills while making a real impact in clients' lives.
- Qualifications: Experience in personal lines insurance, especially High Net Worth, with CII qualifications preferred.
- Other info: Opportunity to work independently and collaboratively in a fast-paced environment.
The predicted salary is between 42000 - 60000 £ per year.
Private Clients High Net Worth Account Handler/Executive – Kensington, London Salary: Up to £60,000 (depending on experience), plus bonus, pension, and comprehensive benefits. Are you an experienced insurance professional with a passion for serving high net worth clients? We\’re partnering with a highly respected independent broker, renowned for arranging bespoke insurance solutions for affluent individuals both in the UK and abroad. This is an excellent opportunity to manage and grow a valuable book of private clients. You\’ll be responsible for placing and servicing personal insurances for high net worth individuals and schemes, handling everything from renewals and mid-term adjustments to new business inquiries. Key aspects of your role will include: • Providing exceptional service to an existing client portfolio, from initial contact to policy issuance and ongoing support. • Offering expert technical advice on a range of personal insurance products. • Driving high levels of business retention through proactive client engagement. Responsibilities to clients will involve: • Delivering a professional, friendly, and informative service at all times. • Ensuring prompt responses to client requests and queries. • Effectively prioritizing your daily workload to meet tight deadlines. • Managing incoming communications (emails, correspondence, calls) efficiently. • Maintaining a meticulous daily diary system. • Collaborating constructively within the Private Clients team. • Working independently and taking initiative in your daily tasks. • Proactively minimizing errors and omissions. We\’re looking for someone with: • Demonstrable experience in personal lines insurance, gained from either a broker or an insurance company. • Specific expertise in High Net Worth insurance, particularly Household and Motor, would be highly advantageous. • A strong level of technical expertise and a desire to continuously enhance your skills in a dynamic environment. • CII qualifications, or active progression towards them, are particularly welcome. • Previous experience with Acturis is a plus. If you wish to apply for the above position please click on the link and a consultant from Cameron – James will be inContact with you
Insurance Broker employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker
✨Tip Number 1
Network with professionals in the insurance industry, especially those who specialise in high net worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and products in high net worth insurance. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to providing exceptional service to affluent clients.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed client relationships or resolved complex issues. Highlighting your experience in delivering exceptional service will resonate well with potential employers looking for someone to handle their private clients.
✨Tip Number 4
If you have experience with Acturis, be sure to mention it during your conversations. Familiarity with this software can give you an edge, as it’s often used in managing client accounts and streamlining processes in the insurance sector.
We think you need these skills to ace Insurance Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal lines insurance, especially any work with high net worth clients. Use specific examples to demonstrate your expertise in household and motor insurance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for serving high net worth clients. Mention your technical expertise and how it aligns with the responsibilities of the role, such as providing exceptional service and managing client communications.
Highlight Relevant Qualifications: If you have CII qualifications or are working towards them, make sure to mention this prominently in your application. This shows your commitment to professional development in the insurance field.
Showcase Your Client Engagement Skills: In your application, provide examples of how you've successfully engaged with clients in the past. Highlight your ability to respond promptly to queries and manage workloads effectively, as these are key aspects of the role.
How to prepare for a job interview at Cameron James Professional Recruitment
✨Showcase Your Expertise
Make sure to highlight your experience in personal lines insurance, especially if you have specific expertise in High Net Worth insurance. Be prepared to discuss your previous roles and how they relate to the responsibilities of managing a portfolio of affluent clients.
✨Demonstrate Client-Centric Skills
Since the role involves providing exceptional service, be ready to share examples of how you've successfully engaged with clients in the past. Discuss how you handle client queries and ensure their needs are met promptly and effectively.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge of personal insurance products. Brush up on the specifics of household and motor insurance, and be ready to explain complex concepts in a way that shows your understanding and ability to communicate effectively.
✨Emphasise Your Organisational Skills
The job requires effective prioritisation and management of communications. Prepare to discuss your methods for staying organised, such as how you maintain your diary system and manage your workload to meet tight deadlines.
