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For Companies At a Glance
- Tasks: Manage personal insurance needs for high net-worth clients and deliver exceptional service.
- Company: Join WTW, a leader in the insurance industry with a focus on inclusivity.
- Benefits: Enjoy 25 days leave, private healthcare, and hybrid working options.
- Why this job: Make a real impact while building strong client relationships in a dynamic environment.
- Qualifications: Experience in the Private Client sector and strong communication skills required.
- Other info: Be part of a diverse team that values your unique contributions.
The predicted salary is between 36000 - 60000 £ per year.
As part of the wider GB Retail team, Private Clients look after the personal insurance needs of both mid net-worth and high net-worth individuals. These include the decision makers of our corporate clients, numerous members of the Sunday Times ‘Rich List’ and a host of familiar public names. Our service is of the highest and most confidential nature. We are looking for a Sales associate to join our team.
You will have an excellent client focus and a proven track record for delivering the highest levels of direct client service, with the ability to analyse situations and provide optimum solutions for clients. Our ideal candidate will have experience in the Private Client sector.
The Role
Reporting to the Head of Sales and Strategy and working as part of an established team of Sales Associates, the successful candidate will be responsible for delivering quality service and cover to new Willis clients. You will manage and develop existing client and insurer relationships for the good of the business, providing the appropriate advice and subject matter expertise required to deliver a class-leading service and ensure that we have the right insurances in place to fulfil our clients’ demands and needs.
- Deliver a high level of customer service and maintain confidentiality at all times.
- Develop a strong relationship with your clients, understanding their insurance needs and ensuring that these are fulfilled.
- Day to day client service, answering queries received directly from clients, cover advice on scenarios applied across entire insurance portfolio.
- Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation.
- Negotiate favourable terms with insurers, whether on your own or working as part of a team.
- Ensure quarterly sales targets are met, cross-sell and up-sell opportunities are fulfilled.
- Encourage new business referrals and recommendations from your existing clients.
- Always operate within the business procedures and requirements.
- Apply FCA operating principles and always work in accordance with Treating Customers Fairly.
- Manage and control your workflows, team working to ensure these are kept up to date.
The Requirements
- Private Client sector experience.
- Experience of preparing and using MRCs preferred but not essential.
- Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service.
- A sales mentality, targets will be a part of this role and will need to be delivered upon.
- Strong communication, negotiation and influencing skills.
- Skills in problem solving.
- Concern for accuracy, quality and attention to detail.
Benefits
Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
Equal Opportunity
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity. We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.
Account Manager – Private Clients employer: WTW
Contact Detail:
WTW Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager – Private Clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the Private Client sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for those interviews by researching the company and its clients. Understand their needs and how you can provide top-notch service. We want you to shine when discussing how you can deliver that class-leading service they’re after!
✨Tip Number 3
Showcase your sales mentality! Be ready to discuss your past achievements in meeting targets and how you’ve successfully managed client relationships. We love hearing about your success stories!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our success.
We think you need these skills to ace Account Manager – Private Clients
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Manager role. Highlight your experience in the Private Client sector and showcase how your skills align with the job description. We want to see how you can bring value to our team!
Showcase Your Client Focus: Since this role is all about delivering top-notch client service, share specific examples of how you've successfully managed client relationships in the past. We love hearing about your ability to understand and fulfil client needs!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to read. We appreciate a well-structured application that gets straight to the heart of your qualifications.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at WTW
✨Know Your Clients
Before the interview, research the types of clients the company serves, especially high net-worth individuals. Understand their unique insurance needs and be ready to discuss how you can cater to them. This shows that you’re not just interested in the role but also in the clients you'll be serving.
✨Showcase Your Sales Skills
Prepare examples from your past experiences where you successfully met sales targets or developed client relationships. Be ready to discuss specific strategies you used to cross-sell or up-sell services, as this is crucial for the Account Manager role.
✨Demonstrate Confidentiality and Trust
Given the sensitive nature of the role, be prepared to talk about how you handle confidential information. Share examples of how you've maintained client trust in previous positions, as this will resonate well with the company's focus on confidentiality.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, client management processes, and how success is measured in the role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
