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 collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional development.
- Other info: Dynamic role with a prestigious client base and interesting workload.
- Why this job: Build long-term relationships while delivering exceptional service to valued clients.
- Qualifications: Experience in High Net Worth insurance and strong product knowledge required.
The predicted salary is between 35000 - 42000 € per year.
Location and Work Style: Fidus Insurance Brokers, South Warnborough, England, United Kingdom (Hybrid)
Salary & Benefits: £35-£42k + Benefits. Hybrid working.
About the Role: Are you a relationship‑driven insurance professional who thrives on delivering exceptional service to valued clients? 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
- Cert CII (desirable)
- Acturis User essential
Why Join Fidus?
- A supportive, collaborative team culture
- A prestigious client base and varied, interesting workload
- Competitive salary and benefits package
- Opportunities for professional development and CII progression
Contact: Interested? We'd love to hear from you. Apply today or reach out for a confidential chat.
High Net Worth Account Manager in Hart employer: Green Folk
Fidus Insurance Brokers is an excellent employer, offering a supportive and collaborative team culture in the picturesque setting of South Warnborough. With a prestigious client base and a commitment to professional development, employees enjoy competitive salaries, hybrid working options, and opportunities for growth within the insurance sector, making it a rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land High Net Worth Account Manager in Hart
✨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. A friendly chat can lead to valuable insights or even job leads.
✨Tip Number 2
Prepare for interviews by researching Fidus Insurance Brokers and their approach to client relationships. Show us you understand their values and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with managing high net worth clients. Highlight your attention to detail and service-first mindset to impress potential employers.
✨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 that extra step to connect with us directly.
We think you need these skills to ace High Net Worth Account Manager in Hart
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the High Net Worth Account Manager role. Highlight your experience with HNW clients and any relevant insurance qualifications to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for delivering exceptional service and how you can build long-term relationships with our clients. Keep it personal and engaging!
Showcase Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. A well-organised application shows us you have the attention to detail we’re looking for in managing complex client needs.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about your application status!
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, think of examples from your past where you've successfully managed client relationships. Be prepared to share stories that highlight your service-first mindset and how you've gone above and beyond for clients.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, mention specific instances where your organisational skills made a difference. Whether it was ensuring compliance or delivering documentation on time, these examples will demonstrate your capability to handle the responsibilities of the position.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team culture, opportunities for professional development, or how success is measured in the role. It shows your genuine interest in the position and helps you assess if it's the right fit for you.