High Net Worth Account Manager
4 weeks ago
Job Title: High Net Worth Account Manager
About the Role:
We are seeking a skilled and experienced Insurance Professional to join our team as a High Net Worth Account Manager. As a key member of our team, you will be responsible for developing and maintaining relationships with our high net worth clients, providing them with tailored insurance solutions to meet their unique needs.
Key Responsibilities:
- Develop and maintain relationships with high net worth clients to understand their insurance needs and provide tailored solutions.
- Work closely with our marketing team to raise awareness of our high net worth insurance offerings and promote our exceptional service.
- Record and track contacts, prospects, and sales to maximize conversion ratios and provide a robust record of advice given and accurate policy information.
- Develop relationships with our high net worth product underwriting team to ensure seamless service delivery.
- Maintain your own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of our client's T&C scheme and regulators.
Requirements:
- UK Driving License and access to own vehicle is essential.
- Previous insurance experience is desirable but not essential.
- A minimum of 5 GCSE's or equivalent of A-C grade including Maths and English.
- Strong I.T. literacy, being proficient in the use of MS Office Applications.
About Us:
Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.
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