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High Net Worth Account Manager
2 months ago
Cavendish Maine Recruitment is seeking a highly skilled High Net Worth Account Handler to join their established team. As a key member of the team, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.
The ideal candidate will have previous experience in HNW insurance and possess excellent communication and relationship-building skills. You will be the first point of contact for all external queries and issues, requiring strong skills and knowledge to meet client expectations.
This is a hybrid position with 2 days/week in the office, offering a great work-life balance. If you are a driven and motivated professional looking to take your career to the next level, we encourage you to apply.
Key Responsibilities- Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently.
- Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalized solutions.
- Conduct thorough risk assessments and analysis to determine appropriate coverage for clients.
- Negotiate with insurance underwriters to obtain the best terms and conditions for clients.
- Prepare and present insurance proposals to clients, explaining coverage options and pricing.
- Handle claims on behalf of clients, ensuring prompt and fair settlement.
We are looking for a highly skilled and experienced professional to join our team. If you have a passion for delivering exceptional service and a strong understanding of HNW insurance, we encourage you to apply for this exciting opportunity.
