HNW Client Portfolio Manager

4 weeks ago

Twickenham, United Kingdom Insure Recruitment Full time

Insure Recruitment is seeking a highly skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.

Key Responsibilities:

  • Manage a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
  • Achieve targets for client retention, new business acquisition, and cross-selling.
  • Handle client inquiries efficiently, including new business, mid-term renewals, and retention, with a focus on superior customer service.
  • Manage policy renewals accurately and effectively.
  • Prepare professional reports and request necessary information from clients.
  • Support team members and contribute to the training of new team members.

Requirements:

  • A strong technical understanding of personal lines products, with a preference for extensive experience in high-net-worth home and motor insurance.
  • The ability to work independently and collaboratively within a team environment, with a willingness to seek guidance when needed.
  • Excellent verbal and written communication skills, capable of effectively interacting with colleagues and clients at all levels.
  • A positive attitude towards learning, with the ability to quickly grasp new concepts and apply them accurately and diligently.
  • Strong organisational skills, attention to detail, and accuracy.
  • Effective, confident, and considerate communication, adapting your style to suit different audiences.
  • Intuitive thinking and the ability to make quick decisions.
  • CII certification or a commitment to pursuing it.
  • Minimum A-level education, with GCSE/O-level passes in English Language and Mathematics.

Benefits:

  • Exceptional salary DOE
  • Tailored learning and development program shaped to your career aspirations
  • Annual profit share bonus scheme
  • Hybrid Working (after qualifying period)
  • Fully funded CII pathway, including membership, study materials, exam entries, and paid study leave, with awards and bonuses to reflect progress
  • Employee Assistance Programme, providing access to vital resources like GP consultations, dental apts, health checks and mental health support, etc..
  • Cycle2work scheme, Season Ticket Loans, free eye tests through Specsavers, and long service awards.
  • Insurance discounts
  • The opportunity to be a part of their Corporate Social Responsibility program, contributing to local projects, help shape environmental policy and support staff wellbeing.
  • Daily dress-down; for us, it's not about what you wear but what you do. Just be your authentic self and dress for your day.

We encourage applications from all qualified candidates, regardless of their background. If your experience doesn't perfectly align with every qualification listed, we invite you to apply. We believe in building diverse and inclusive teams.

  • HNW Client Portfolio Manager

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking a skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients. As part of the private client broking team, you will provide tailored personal lines insurance solutions.Key responsibilities include:Managing a substantial portfolio of high-net-worth clients across various personal lines insurance...

  • HNW Client Advisor

    2 months ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor Job DescriptionInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a...

  • Snr Client Advisor

    2 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    About the RoleSnr Client Advisor - HNW Broking RoleWe are seeking an experienced Snr Client Advisor to join our fast-paced HNW broking team. As a key member of our team, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.Your day-to-day will consist...

  • HNW Client Advisor

    1 month ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions. Your responsibilities will include: Managing a substantial portfolio...

  • HNW Client Advisor

    2 months ago

    St. Margarets and North Twickenham, United Kingdom CV-Library Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions. Your responsibilities will include: * Managing a substantial...

  • HNW Client Advisor

    2 months ago

    St. Margarets and North Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Your responsibilities will include: * Managing a substantial portfolio...

  • Insurance Professional

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Insurance Broker OpportunityFantastic chance to work with a well-established insurance broker in a fast-paced HNW broking team. As an Insurance Broker, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.Key Responsibilities:Manage a large portfolio of...

  • Insurance Professional

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Key Responsibilities:As a Personal Lines Expert at Absolutely Recruitment, you will be responsible for managing an extensive book of business, providing bespoke solutions to a broad spectrum of personal lines clients. This will involve managing a large portfolio of cross-class HNW business, aiming to achieve retention & new business targets, and managing...

  • Insurance Specialist

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    **High Net Worth Insurance Opportunity**We are seeking a skilled Insurance Specialist to join our fast-paced HNW broking team. As a key member of our team, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.**Key Responsibilities:**Manage a large...

  • High Net Worth Client Service Specialist

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor RoleInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a substantial...

  • Insurance Broker

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Fantastic opportunity to join a fast-paced HNW broking team for a well-established insurance broker. You will be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. As part of your role you will manage a large portfolio of cross-class HNW business, whilst aiming to achieve...

  • Insurance Specialist

    4 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Insurance Specialist OpportunityWe are seeking an experienced Insurance Specialist to join our team at Absolutely Recruitment. As an Insurance Specialist, you will be responsible for managing a portfolio of High Net Worth clients, providing bespoke solutions to their personal lines insurance needs.Key responsibilities include:Managing a large portfolio of...

  • Client Handler

    6 months ago

    Twickenham, United Kingdom Allen Insurance Recruitment Ltd Full time

    Our Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals. Key Responsibilities include: - Provide a positive client experience through careful and tailored...

  • Real Estate Portfolio Manager

    3 days ago

    Twickenham, United Kingdom Dexters Full time

    As a Property Manager at Dexters, you will play a vital role in ensuring the smooth operation of our properties.Key ResponsibilitiesEvaluate and maintain a portfolio of rental properties to ensure they meet legal and safety standards.Deliver exceptional service to landlords and tenants throughout the property management cycle.Conduct thorough pre-tenancy...

  • Insurance Broker

    2 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    3 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    2 weeks ago

    Twickenham, United Kingdom Sutton Winson - Acrisure Full time

    Job Description Description An exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. Your day to day will consist of: Managing a large portfolio of cross-class HNW...

  • Lead Finance Manager

    3 weeks ago

    Twickenham, United Kingdom LGC Group Full time

    Job Title: Lead Finance ManagerJob Summary:The LGC Group is seeking a highly skilled and experienced Lead Finance Manager to join our team. As a key member of our finance department, you will be responsible for leading the financial management of our research funding portfolio, ensuring accurate and timely financial reporting, and providing strategic...

  • Insurance Broker

    3 weeks ago

    Twickenham, UK, London, United Kingdom Sutton Winson - Acrisure Full time

    DescriptionAn exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.Your day to day will consist of:Managing a large portfolio of cross-class HNW businessWorking...

  • Insurance Broker

    3 weeks ago

    london (twickenham), United Kingdom Sutton Winson - Acrisure Full time

    Description An exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. Your day to day will consist of: Managing a large portfolio of cross-class HNW business Working...