At a Glance
- Tasks: Manage high-net-worth clients and provide exceptional customer service.
- Company: Dynamic insurance 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 relationships and make a real impact in the insurance industry.
- Qualifications: Experience in insurance or client services with strong communication skills.
To manage a portfolio of high-net-worth 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.
Insurance Account Manager/ Client Manager 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 Insurance Account Manager/ Client Manager in Fleet
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Mulberry Recruitment). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Mulberry Recruitment. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Account Manager/ Client Manager in Fleet
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Mulberry Recruitment.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Mulberry Recruitment. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Mulberry Recruitment to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Mulberry Recruitment, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Mulberry Recruitment's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
