HNW Client Relationship Manager
6 days ago
We are seeking an experienced Personal Lines insurance professional to join our client's specialist High Net Worth team at Lawes Consulting Group.
Key Responsibilities- Client Experience: Deliver high-quality insurance products and related advice to High Net Worth individuals through tailored communication.
- Renewal Management: Manage renewals with accuracy and certainty, ensuring seamless policy adjustments and renewal invitations.
- Policy Placement: Confidently place policies and assist with new business, identifying cross-selling and upselling opportunities.
- Business Development: Manage your own book of business, ensuring insurance needs are met and growing your portfolio.
- Technical Expertise: A technically strong understanding of Personal Lines products and experience with the Acturis broking system (desirable).
- Certification: Cert CII qualified or prepared to commit to your Cert journey (desirable).
- Agility and Decision-Making: Agile and intuitive thinking, with the ability to make decisions quickly and confidently.
- Organisation and Attention to Detail: Effective organisation, accuracy, and attention to detail, with solid workload management skills.
- Communication: Excellent level of written and verbal communication, with the ability to demonstrate exceptional levels of integrity and discretion at all times.
- Customer Service: Passion, energy, and a strong customer service ethos, with a focus on delivering exceptional client experiences.
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Private Client Advisor
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