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- Tasks: Manage and service high-value insurance accounts for private clients.
- Company: Join a respected independent broker specializing in HNW client insurance.
- Benefits: Enjoy a competitive salary, bonuses, pension, and additional perks.
- Why this job: Be part of a dynamic team while making a real impact on clients' lives.
- Qualifications: Experience in client care and insurance is preferred but not mandatory.
- Other info: Opportunity for client visits and flexible working arrangements.
The predicted salary is between 36000 - 60000 £ per year.
Private Clients HNW Account Handler – London City Basic Salary to 50 K DOE, Bonus, Pension and Benefits Our client is a Highly respected Independent Broker who specialises in arranging Insurances for HNW Private clients across the UK and Abroad Our client has a large book of valuable private clients where their role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes). You will be servicing the existing book of Clients for renewals and MTA and also looking at any New Business enquiries – some client visits are undertaken for renewals etc Key points of the role: To service to our clients existing portfolio of clients from initial enquiry through to policy issue, with ongoing support To provide technical expertise and advice as required To maintain and improve our high levels of business retention Key responsibilities Client Care Provide a professional, friendly, helpful and informative service Provide prompt response to client requests and queries Prioritise daily workload with the ability to meet tight deadlines Deal with incoming emails, correspondence and telephone calls Maintain a daily diary system To play a constructive role within the Private Clients team To adopt a flexible working relationship with Account Executive…
HNW Private Clients Insurance Broker employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Private Clients Insurance Broker
✨Tip Number 1
Familiarize yourself with the specific needs and preferences of High Net Worth clients. Understanding their unique requirements will help you stand out during interviews and demonstrate your ability to provide tailored insurance solutions.
✨Tip Number 2
Network within the insurance industry, especially with professionals who specialize in HNW clients. Attend relevant events or join online forums to connect with others in the field, which can lead to valuable insights and potential referrals.
✨Tip Number 3
Stay updated on the latest trends and regulations affecting the insurance market for High Net Worth individuals. This knowledge will not only enhance your expertise but also show potential employers that you are proactive and well-informed.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully managed client relationships or resolved complex issues. Highlighting your experience in client care and problem-solving will resonate well with hiring managers looking for a Private Clients Account Handler.
We think you need these skills to ace HNW Private Clients Insurance Broker
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the HNW Private Clients Insurance Broker position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in servicing high net worth clients or working in insurance. Use specific examples that demonstrate your ability to provide excellent client care and technical expertise.
Showcase Your Communication Skills: Since the role involves a lot of client interaction, make sure to highlight your communication skills. Provide examples of how you've effectively handled client queries and maintained strong relationships in past roles.
Tailor Your Cover Letter: Write a personalized cover letter that addresses the specific needs of the company. Mention why you are interested in working with them and how your skills align with their goals, particularly in maintaining high levels of business retention.
How to prepare for a job interview at Cameron James
✨Showcase Your Client Care Skills
Since the role emphasizes client care, be prepared to discuss your previous experiences in providing exceptional service. Share specific examples where you went above and beyond to meet a client's needs.
✨Demonstrate Technical Expertise
Highlight your knowledge of insurance products, especially those relevant to High Net Worth individuals. Be ready to explain complex concepts in simple terms, as this will showcase your ability to provide clear advice to clients.
✨Prioritize and Manage Workload
The job requires managing multiple tasks and tight deadlines. Discuss your time management strategies and how you prioritize tasks effectively. Consider sharing a situation where you successfully handled competing priorities.
✨Emphasize Team Collaboration
This role involves working closely with the Private Clients team. Talk about your experience in collaborative environments and how you contribute positively to team dynamics. Mention any specific instances where teamwork led to successful outcomes.
