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Insurance Portfolio Manager

2 months ago

Leamington Spa, Warwickshire, United Kingdom Lawes Consulting Group Full time
{"title": "Account Manager - HNW/UHNW", "description": "

Role Overview:

Lawes Consulting Group is seeking an experienced Account Manager to join our specialist High Net Worth team. This team is known for its dynamic, supportive, and experienced members who prioritize delivering exceptional client service.

Key Responsibilities:

  • Manage a substantial portfolio of HNW/UHNW clients, ensuring their insurance needs are met with efficiency and expertise.
  • Develop strong connections with HNW/UHNW clients, understanding their distinct insurance requirements and offering personalized solutions.
  • Conduct thorough risk assessments and analyses to determine the most suitable cover for clients.
  • Negotiate with insurance underwriters to secure the right terms for clients.
  • Prepare and present comprehensive insurance proposals to clients, highlighting coverage options and pricing structures.
  • Execute policy adjustments, endorsements, and renewals accurately and promptly.

Requirements:

  • Proven experience as an Account Handler/Manager/Broker within the High Net Worth/Private Clients insurance sector.
  • Extensive knowledge of HNW insurance products and offerings.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Demonstrated history of delivering outstanding customer service and exceeding client needs.
  • Ability to operate autonomously and efficiently manage a substantial client portfolio.
  • Attention to detail and strong organizational skills.

About Us:

Lawes Consulting Group is a leading provider of insurance solutions for High Net Worth individuals. We pride ourselves on delivering exceptional client service and building long-term relationships with our clients.

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