At a Glance
- Tasks: Build long-term client relationships and deliver tailored insurance solutions.
- Company: Respected specialist insurance business with a collaborative culture.
- Benefits: Hybrid working, 25 days holiday, pension scheme, and annual bonuses.
- Other info: Genuine opportunities for career development in a friendly environment.
- Why this job: Join a supportive team and shape your career in a rewarding sector.
- Qualifications: Experience in insurance or financial services; strong customer relationship skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced insurance professional with a passion for delivering exceptional client service? Do you enjoy building long-term relationships, managing renewals, and working with high-net-worth customers who expect the very best?
We're recruiting for a Client Manager to join a highly respected specialist insurance business during an exciting period of growth and development. This is a fantastic opportunity to become part of a collaborative, supportive team, with genuine opportunities to progress and shape your career as the business continues to evolve.
The Private Clients team is growing, and we're looking for two people to join an established, friendly and highly respected insurance brokerage.
Whether you're an experienced Private Clients Account Executive looking for your next challenge, or you've built a solid foundation in financial services or insurance and are ready to specialise, we'd love to hear from you.
The Opportunity
This is a chance to join a business that genuinely values relationships. You'll work with clients who expect exceptional service, building trust and providing tailored insurance solutions that protect what matters most.
For experienced candidates, you'll bring your Private Clients knowledge and enjoy the autonomy to develop long-term client relationships whilst working alongside a supportive team. For those earlier in their career, we're looking for people who have developed excellent customer relationship skills within insurance or financial services and are ready to take the next step. Full support and ongoing development will be provided.
We're looking for...
Experienced Private Clients Professional
- Experience managing High Net Worth Private Client insurance portfolios.
- Strong technical knowledge across personal lines insurance products.
- A consultative approach with exceptional relationship-building skills.
- The ability to deliver first-class customer service whilst identifying opportunities to add value.
- Excellent communication and organisational skills.
New to the world of Private Clients?
- Experience within insurance, banking, financial services or another regulated customer-facing environment.
- Outstanding customer service and relationship management skills.
- A genuine interest in developing a career within Private Clients insurance.
- Strong administration and organisational ability.
- A professional, personable approach and willingness to learn.
Why Join?
This is an opportunity to become part of a business where people genuinely enjoy coming to work. You'll receive excellent support, ongoing training and the chance to build a long-term career within a specialist area of insurance.
Whether you're already established in the Private Clients market or looking to take your first step into this rewarding sector, you'll be joining a team that values expertise, professionalism and delivering an exceptional client experience.
Interested? We'd love to tell you more. Apply today or contact us for a confidential conversation.
Our client offers:
- Hybrid working
- 35-hour working week
- 25 days holiday plus bank holidays
- Company pension scheme
- Perkbox employee benefits
- Critical illness cover
- Life insurance
- Annual bonus opportunities
- Genuine career development and progression opportunities
- A friendly, knowledgeable and supportive team environment
Insurance Advisor employer: Personnel Selection
Join a dynamic team as a Production Machine Operator near Bognor Regis, where your contributions will be valued in a supportive manufacturing environment. We prioritise employee growth with ongoing training and development opportunities, ensuring you can enhance your skills while maintaining high safety and quality standards. Enjoy a collaborative work culture that fosters innovation and teamwork, making it an excellent place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Advisor
✨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 Personnel Selection). 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 Personnel Selection. 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 Advisor
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 Personnel Selection.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Personnel Selection. 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 Personnel Selection
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Personnel Selection 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 Personnel Selection, 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 Personnel Selection'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.
