HNW Insurance Specialist

1 week ago

Stockport, Stockport, United Kingdom Checked Recruitment Full time

Job Title: High Net Worth Account Manager

Location: Remote/Hybrid

Salary: Up to £50,000 per annum + Benefits

About Us:

Checked Recruitment is proud to partner with a leading insurance provider specialising in bespoke solutions for high-net-worth individuals. They pride themselves on delivering exceptional service and building lasting relationships with their discerning clientele.

Role Overview:

As a High Net Worth Account Manager, you will play a critical role in managing and expanding a portfolio of high-value clients. Your focus will be on understanding the intricate needs of high-net-worth individuals and offering them tailored insurance solutions. You will act as a trusted advisor, providing exceptional service and maintaining the highest levels of client satisfaction.

Key Responsibilities:

  • Develop and nurture strong, long-term relationships with high-net-worth clients, ensuring their needs are understood and met.
  • Advise clients on customized insurance products, including home, motor, and valuable collections, ensuring comprehensive coverage.
  • Oversee the entire client lifecycle, from onboarding and policy administration to renewal and claims management.
  • Identify and pursue opportunities to grow your portfolio through referrals, networking, and deepening existing client relationships.
  • Conduct thorough risk assessments and work closely with underwriters to secure the best terms for clients.
  • Stay informed of market trends, competitor offerings, and regulatory changes to provide clients with the best possible advice.

About You:

  • Proven track record of at least 3 years in a similar role within the high-net-worth insurance sector.
  • Exceptional interpersonal skills with the ability to build rapport and trust with high-net-worth clients.
  • Strong sales and negotiation skills with a focus on delivering value and building long-term relationships.
  • In-depth knowledge of high-net-worth insurance products and the unique needs of this client segment.
  • Discreet, professional, and able to handle confidential information with the utmost integrity.
  • Comfortable working in a fast-paced environment with the ability to manage multiple priorities effectively.

What We Offer:

  • Competitive Salary: Up to £50,000 per annum, depending on experience.
  • Hybrid Working: Enjoy a flexible working arrangement with the option to work both from home and in the office.
  • Career Progression: Opportunities for professional growth and advancement within a supportive and innovative company.
  • Inclusive Culture: Join a diverse and welcoming team where your contributions are valued and rewarded.

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