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For Companies At a Glance
- Tasks: Proactively generate new business and provide top-notch customer service to high-net-worth clients.
- Company: Join a leading firm dedicated to exceptional client care and innovative insurance solutions.
- Benefits: Competitive salary, professional development opportunities, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your career in a dynamic industry.
- Qualifications: Experience in sales and customer service, ideally within a high-net-worth or private client background.
- Other info: Opportunity for personal growth and to work in a fast-paced, rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
Looking for someone ideally from a HNW / Private client background.
SALES
- Proactive generation of new business appointments and sales to realise individual new business targets and self-monitoring individual sales activity to ensure all avenues are maximised.
- To track and monitor progress of activity monitoring conversion rates for leads, appointments, quotes and sales activity.
- To generate and support target market focus projects across the company.
- To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals.
CUSTOMER SERVICE
- To ensure that customer service levels are implemented and maintained to a high level ensuring that the team achieves results whereby at least 90% of clients are satisfied with the level of service provided.
- To ensure that there are no more than 1% complaints per month for the department.
- To ensure that telephone response times are maintained in accordance with specified parameters.
- To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to the compliance manager immediately.
ACCOUNT MANAGEMENT
- Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.
- To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client.
- Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients.
- To work in line with established administration processes to ensure all documentation is accurately produced and distributed to clients.
- Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
- Ensure that all renewals are actioned within FCA guidelines.
- To encourage long term relationships with our clients ensuring that a minimum renewal retention rate of 90% is obtained.
- Ensure that all Mid Term adjustments are actioned appropriately in a timely manner.
- To maintain NTU level below 10% in any one month period.
ADMINISTRATION
- Competently undertake and complete general office administration including, but not limited to, company and team post, photocopying, filtering phone calls, filing and scanning.
- Deal with enquiries by telephone, email and in person from clients, colleagues, insurers and third parties as required.
- Ensure client files are kept accurate and up to date, using established processes and ensuring Auto Processes are created, checked and sent to clients on a daily basis.
- To work in line with established administration processes to ensure all documentation is accurately produced and distributed to clients for new business, renewals and mid term adjustments.
- To ensure general accounting functions for clients are completed in a timely manner, to include accurate record keeping, ensuring credit control processes are adhered to and back office readings are completed and filed daily.
- Complete daily processing of cheques, monies and credit card payments in line with FCA guidelines.
- To accurately process finance over riders.
- To ensure the timely payment of commissions by third parties.
PERSONAL DEVELOPMENT
- To keep the Team Leader informed appropriately and as required of his/her work.
- To maintain a sound knowledge of clients' industries, businesses and risks.
- To develop and maintain an appropriate knowledge of the market.
- To be working towards or achieved the Certificate in Insurance.
- To correctly complete and participate in Continual Professional Development, with monthly sheets being submitted to the Team Leader.
ACCOUNTING, FINANCE & OFFICE
- To navigate and effectively maintain manual and IT systems for processing, accounting and administration purposes, making recommendations for development and improvements where applicable.
- To ensure and re-enforce the timely payment of all premiums in line with company procedures.
- To be aware of premium dues and bad debt and minimise levels working in line with processes and procedures to avoid credit control referrals.
- To maintain open lines of communication with accounts to assist in the resolution of account queries within the specified timeframe.
- To be aware of and monitor the correct use of commissions.
- To monitor and communicate potential marketing and advertising expenditure with the Team Leader.
- To ensure that Health and Safety processes are adhered to within the department in accordance with company procedures.
- To ensure that all claims notifications are communicated and passed through to the Claims department immediately by all employees.
- Assist in the creation, development and implementation to improve processes and procedures for the team and company.
- To provide flexibility and support to the business, undertaking any reasonable tasks as requested by your manager or member of the management team.
FCA & COMPLIANCE
- Ensure all activities and customer interactions are conducted in full compliance with FCA regulations, guidelines, and industry best practices.
- Be aware of changes in FCA rules and regulations, ensuring knowledge of internal policies and procedures are kept up to date and adopted.
- To ensure regulatory standards relating to your work are consistently met.
- Identify and report any potential breaches or risks relating to FCA regulations and support remediation efforts.
- Maintain a strong understanding of the FCA Handbook, particularly principles relating to Consumer Duty, Treating Customers Fairly (TCF), and Senior Managers and Certification Regime (SM&CR), and Individual Conduct Rules where applicable.
Dimension
This post has no line management responsibilities.
Private Client HNW Account Handler in Southampton employer: NRG
Contact Detail:
NRG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client HNW Account Handler in Southampton
✨Tip Number 1
Get networking! Reach out to your contacts in the HNW and private client space. Attend industry events or local meet-ups to connect with potential employers and showcase your proactive sales skills.
✨Tip Number 2
Practice your pitch! Be ready to talk about your experience and how you can help clients achieve their insurance and risk management needs. Tailor your approach to highlight your customer service excellence and ability to maintain high satisfaction levels.
✨Tip Number 3
Follow up! After any meetings or interviews, send a quick thank-you note. It shows your enthusiasm and keeps you on their radar. Plus, it’s a great chance to reiterate how you can contribute to their team.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Private Client HNW Account Handler in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in HNW and private client backgrounds. We want to see how your skills align with the sales targets and customer service excellence we value at StudySmarter.
Showcase Your Sales Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and specific examples to demonstrate how you’ve met or exceeded sales targets in previous roles. This will help us see your proactive approach to generating new business.
Highlight Customer Service Skills: Customer satisfaction is key for us, so make sure to highlight any experience you have in maintaining high service levels. Share examples of how you've handled complaints or improved client relationships to keep that 90% satisfaction rate!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at NRG
✨Know Your Stuff
Make sure you brush up on your knowledge of high net worth (HNW) clients and the specific insurance products relevant to them. Familiarise yourself with FCA regulations and how they impact client interactions, as this will show that you're serious about compliance and customer service.
✨Show Off Your Sales Skills
Prepare examples of how you've successfully generated new business in the past. Be ready to discuss your strategies for tracking sales activity and conversion rates, as well as how you’ve met or exceeded targets. This will demonstrate your proactive approach and ability to drive results.
✨Customer Service is Key
Think of instances where you've gone above and beyond for clients. Be prepared to talk about how you maintain high customer satisfaction levels and handle complaints effectively. Highlighting your commitment to excellent service will resonate well with interviewers.
✨Be Organised and Detail-Oriented
Since the role involves a lot of administration and documentation, come prepared to discuss how you keep your work organised. Share your methods for ensuring accuracy in client files and documentation, and how you manage your time effectively to meet deadlines.
