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For Companies At a Glance
- Tasks: Manage a portfolio of High Net Worth clients and provide tailored insurance solutions.
- Company: Join Fidus Insurance Brokers, a respected independent brokerage with a growing team.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Dynamic role with a focus on service excellence and client engagement.
- Why this job: Deliver exceptional service to valued clients and build long-term relationships.
- Qualifications: Experience in High Net Worth insurance and strong product knowledge required.
The predicted salary is between 35000 - 42000 £ per year.
Fidus Insurance Brokers is growing, and we’re looking for a talented High Net Worth Account Manager to join our specialist team. This is a fantastic opportunity to work with a respected independent brokerage, managing a portfolio of HNW clients with complex and often unique insurance needs.
What You’ll Be Doing
- Managing a portfolio of High Net Worth clients
- Handling renewals, MTAs, and new business across home, motor, valuables, and specialist risks
- Providing expert advice and tailored insurance solutions
- Negotiating with insurers to secure the best outcomes
- Ensuring all documentation is accurate, compliant, and delivered on time
- Building long-term, trusted relationships based on service excellence
What You’ll Bring
- Experience in High Net Worth Private Clients insurance
- Strong product knowledge across personal lines
- Confidence engaging with high‑value clients
- Exceptional attention to detail and organisational skills
- A proactive, service‑first mindset
High Net worth account manager in Hampshire employer: Green Folk
Contact Detail:
Green Folk Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land High Net worth account manager in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with high net worth clients. Attend industry events or webinars to meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by researching Fidus Insurance Brokers and understanding their approach to high net worth clients. Tailor your responses to highlight how your experience aligns with their values and client needs.
✨Tip Number 3
Showcase your relationship-building skills! During interviews, share specific examples of how you've successfully managed client portfolios and delivered exceptional service. This will demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace High Net worth account manager in Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the High Net Worth insurance sector. Highlight your experience with HNW clients and any relevant qualifications, like Cert CII, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about providing exceptional service to HNW clients and how your skills align with our needs at Fidus Insurance Brokers.
Showcase Your Relationship Skills: Since this role is all about building long-term relationships, make sure to include examples of how you've successfully managed client relationships in the past. We want to see your service-first mindset in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Green Folk
✨Know Your Stuff
Make sure you brush up on your knowledge of High Net Worth insurance products. Understand the unique needs of HNW clients and be ready to discuss how you can provide tailored solutions. This will show that you're not just familiar with the basics, but that you truly understand the complexities involved.
✨Showcase Your Relationship Skills
Since this role is all about building long-term relationships, prepare examples from your past experiences where you've successfully managed client relationships. Highlight how you’ve gone above and beyond to deliver exceptional service, as this will resonate well with the interviewers.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, mention specific instances where your meticulous nature has helped avoid issues or improved client satisfaction. This will demonstrate that you take compliance and accuracy seriously, which is vital for managing HNW clients.
✨Prepare for Negotiation Scenarios
Expect questions around negotiation tactics, especially when it comes to securing the best outcomes for clients. Think of a few scenarios where you successfully negotiated terms with insurers and be ready to share your thought process. This will highlight your confidence and expertise in handling high-value clients.