Private Client Services Manager

3 days ago


Birmingham, Birmingham, United Kingdom Brown & Brown Europe Full time
About the Opportunity

We are seeking an experienced Private Client Services Manager to join our team at Brown & Brown Europe. This is an excellent opportunity to work with a leading insurance group, providing bespoke insurance solutions to high-net-worth individuals. Based out of our Leicester or Birmingham office, you will be responsible for managing an existing book of business and expanding our client base.

Key Responsibilities
  1. Manage an existing book of business, ensuring client retention and growth.
  2. Work closely with account executives and directors to deliver exceptional customer service.
  3. Secure and arrange suitable cover at renewal, completing all necessary documentation.
  4. Take instructions from clients and account executives regarding insurance provision.
  5. Give instructions to insurers.
  6. Process mid-term adjustments and declarations, updating records accordingly.
  7. Invoice premiums due and ensure accuracy of policies and endorsements.
  8. Obtain quotations for new policies and renewals.
  9. Maintain effective credit control on allocated cases.
  10. Familiarity with company procedures and FCA standards.
  11. Awareness of market conditions and competitor strengths/weaknesses.
Benefits
  • Negotiable salary package + additional benefits
  • Joint Pension contribution scheme
  • Private Medical Scheme (available after 6 months)
  • Permanent Health Insurance (available after 6 months)


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