Private Client Manager

2 weeks ago

The City, United Kingdom HFG Insurance Recruitment Full time

Private Client Manager
Lloyd's Insurer
City of London

I'm currently recruiting for a leading Insurer who are looking for a Private Client Manager to join their team

The ideal candidate will have experience in client management within the high net worth/private client insurance sector, as well as experience dealing with non-standard risks.

Key Responsibilities:

  • Driving business growth by managing a portfolio of high-net-worth clients, ensuring exceptional retention, performance, and profitability.
  • Exceeding performance targets to support the profit and loss account, while identifying opportunities to align business growth with the group strategy.
  • Collaborating with Operational Managers to support forecasting, resource planning, and operational management for business expansion.
  • Building strong client relationships by understanding their needs, acting as their trusted advisor for insurance solutions, and ensuring positive customer outcomes during renewals and mid-term adjustments.
  • Managing seamless transitions for clients from the new business team to your portfolio.
  • Handling challenging situations with a proactive approach, embodying the brand values in every interaction.
  • Representing the company through client property visits, providing support for renewals, surveys, and claims.
  • Assisting managers in maintaining the UK risk and control framework to deliver excellent outcomes for the business and its clients.

Key Requirements

  • Exceptional interpersonal skills with the ability to build genuine, effective relationships.
  • Strong negotiation expertise across various client types, including experience managing non-standard risks.
  • Proven experience in delivering outstanding customer service, client management, and conducting face-to-face visits.
  • Excellent communication skills to influence, engage, and secure business opportunities.
  • Confident presentation skills to effectively pitch and influence decisions.
  • Ability to establish strong direct relationships with high-net-worth clients.
  • Sound judgement in resolving complex technical issues and making confident decisions amid ambiguous or conflicting information.
  • A willingness to challenge the status quo, introduce innovative solutions, and take decisive action on loss-making business.
  • Demonstrated energy and drive to propel personal and business growth.
  • A strong market reputation, gained through experience in a client-facing role.
  • Comprehensive knowledge of market dynamics and competitor activities.

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