Insurance Portfolio Manager

12 hours ago

Leamington Spa, Warwickshire, United Kingdom Lawes Consulting Group Full time
{"title": "Account Manager - HNW/UHNW", "subtitle": "Deliver exceptional insurance solutions to high net worth and ultra-high net worth clients", "content": "

At Lawes Consulting Group, we are seeking an experienced Account Manager to join our specialist High Net Worth team. This team is known for its dynamic, supportive, and experienced members who prioritize delivering excellent client service.

The successful candidate will be responsible for managing a portfolio of high net worth and ultra-high net worth clients, providing them with tailored insurance solutions and top-notch service.

Key responsibilities include:

  • Effectively managing a substantial portfolio of HNW/UHNW clients, ensuring their insurance needs are met with efficiency.
  • Developing strong connections with HNW/UHNW clients, understanding their distinct insurance requirements and offering personalized solutions.
  • Conducting meticulous risk assessments and analyses to determine the most suitable cover for clients.
  • Negotiating with insurance underwriters to secure the right terms for clients.
  • Preparing and presenting comprehensive insurance proposals to clients, elucidating coverage options and pricing structures.
  • Executing policy adjustments, endorsements, and renewals accurately and promptly.

Requirements:

  • Proven experience as an Account Handler/Manager/Broker within the High Net Worth/Private Clients insurance sector.
  • Extensive familiarity with HNW insurance products and offerings.
  • Exceptional communication and interpersonal abilities, adept at building rapport with both clients and colleagues.
  • Demonstrated history of delivering outstanding customer service and surpassing client needs.
  • Capacity to operate autonomously and efficiently manage a substantial client portfolio.
  • Keen attention to detail coupled with strong organizational skills.

If you have the relevant experience and skills, we encourage you to apply for this exciting opportunity to join our team and contribute to delivering exceptional insurance solutions to our high net worth and ultra-high net worth clients.", "company": "Lawes Consulting Group"}

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