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HNW Client Manager

2 months ago

Twickenham, Greater London, United Kingdom Pavilion Recruitment Solutions Full time £5,000

Job Opportunity

HNW Client Handler / Advisor

Home and Motor Insurance Expertise

Competitive Salary and Benefits

Hybrid Working Arrangement

Pavilion Recruitment Solutions is proud to offer the chance to join one of our esteemed clients – a renowned chartered brokerage, with a rich history of 65 years, specializing in bespoke insurance solutions for high net worth individuals.

The organization prioritizes employee development and has achieved gold status in being 'Investors in People', offering accelerated career progression opportunities and financial support for insurance-related courses, such as CII membership.

With ongoing technical support, you will provide a personalized service to private clients who require tailored policies. Gross Written Premiums (GWPs) will typically start around £5000, and you will be responsible for managing 15-20 renewals per month.

The role involves managing your own portfolio of clients, including renewals, mid-term adjustments, and policy placements, as well as providing consultative support to your clients.

Requirements:

  • A strong understanding of Personal Lines products
  • Attention to detail
  • Cert CII (or willingness to work towards)
  • Success in maintaining high client retention rates
  • The ability to adapt communication style to suit individual client needs
  • Excellent written and verbal communication skills

Benefits:

  • Opportunities for career advancement
  • Annual profit share bonus
  • Flexible working arrangement (after probation)
  • 25 days annual leave + bank holidays
  • Full funding for CII pathway
  • Employee healthcare program (including dental)
  • Season Ticket Loan
  • Free eye tests
  • Casual dress code
  • Frequent company social events