At a Glance
- Tasks: Manage high-net-worth clients and provide exceptional customer service.
- Company: Dynamic insurance firm focused on client relationships.
- Benefits: Competitive salary, career growth, and supportive team environment.
- Other info: Join a collaborative team with opportunities for cross-selling and up-selling.
- Why this job: Make a real difference in clients' lives while developing your professional skills.
- Qualifications: Experience in client management and strong communication skills.
The predicted salary is between 30000 - 45000 £ per year.
Salary: 30,000 - 45,000 (Dependant on Experience)
Location: Fleet
Job Summary
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.
Insurance Account Manager/ Client Manager in Hampshire 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.
