At a Glance
- Tasks: Manage high-net-worth insurance clients and provide exceptional customer service.
- Company: Dynamic financial services firm with a supportive team culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunities for ongoing training and support towards insurance qualifications.
- Why this job: Build strong client relationships and make a real impact in the insurance sector.
- Qualifications: Experience in insurance or client services, with strong communication skills.
Salary: £30,000 - £45,000 (Dependant on Experience)
Location: Fleet
Job Summary
To manage a portfolio of high-net-worth insurance clients, providing exceptional customer service. The role is responsible for ensuring clients’ insurance requirements are met, managing day-to-day enquiries, maintaining strong client relationships, and supporting the wider team in delivering a professional broking service.
Key Responsibilities
- Manage and maintain a portfolio of high-net-worth insurance clients.
- Maintain accurate client records and ensure all information is updated within internal systems.
- Process new business accounts, ensuring policies are accurately placed and documentation is issued within agreed timescales.
- Manage client renewals, including reviewing cover, remarketing policies where required, and issuing renewal documentation in line with FCA requirements.
- Handle client queries, policy amendments, and mid-term adjustments relating to cover changes.
- Work collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.
- Assist with preparation of client reports and supporting documentation.
- Identify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.
- Contribute towards team revenue objectives through strong client retention and new business support.
Requirements
- Previous experience within insurance, account management, client services, or a similar customer-focused role.
- Knowledge or understanding of household insurance products.
- Strong communication and relationship-building skills.
- Excellent organisational skills with the ability to manage multiple priorities.
- High level of accuracy and attention to detail.
- Ability to work independently, take ownership, and contribute positively as part of a team.
- Professional, proactive, and customer-focused approach.
- Commitment to delivering excellent client outcomes and maintaining regulatory standards.
Desirable
- Cert CII qualification or willingness to work towards completion.
- Experience working with high-net-worth clients or within a professional services environment.
- Experience using insurance systems, CRM platforms, or client databases.
- Understanding of FCA regulations and insurance compliance requirements.
Benefits
- Competitive salary based on experience.
- Opportunities for professional development and ongoing training.
- Support towards insurance qualifications and CPD.
- Collaborative and supportive working environment.
- Company benefits package.
- Opportunity to build strong relationships with valued clients and work within a specialist insurance team.
Account Manager / Client Manager - Financial Services in Fleet employer: Mulberry Recruitment
Mulberry Recruitment is an excellent employer, offering a supportive work culture that prioritises employee development and well-being. Located in Farnham, the firm provides competitive salaries and bonuses, alongside opportunities for professional growth within a reputable team dedicated to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager / Client Manager - Financial Services in Fleet
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mulberry Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Manager / Client Manager - Financial Services in Fleet
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mulberry Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mulberry Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mulberry Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mulberry Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mulberry Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mulberry Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
