High Net Worth Client Manager
The Private Client division of a Global Broker is currently looking to expand their Birmingham operation with the addition of two Account Managers to specialise in High Net Worth business.
Dealing predominantly with High Performance Vehicle portfolios, you will manage and grow a book of business. The roles are internally based, particularly to start with but will develop over time to incorporate visiting clients. This will be done in conjunction with more senior staff initially depending on your level of experience.
The roles will provide support to the Account Executives and New Business Executives in the overall servicing of client's policies. You will effectively manage all renewals and adjustments in a timely and professional manner, accurately preparing client and market documentation and identifying the risk exposures whilst advising on insurance and risk management solutions in consultation with the Account Executives and Development Executives. There will be a strong focus in the role on cross selling Household business.
These roles are a great opportunity either for candidates with existing experience in a HNW capacity or those with a solid grounding in basic motor and home personal lines looking to make the step up in their career to HNW business.
The right individuals will have strong communication skills, (verbally and written). You will have the ability to build and maintain good business relationships, work in support of other team members, have strong service ethics with the ability to manage time and prioritise without compromising quality.