Senior Private Client Account Manager

3 weeks ago


York, York City, United Kingdom Charterhouse Recruitment Services Full time
Senior Private Client Account Handler

A fantastic opportunity has arisen for a Senior Private Client Account Handler to join our client, a leading insurance company in central York. This role offers a competitive salary, excellent benefits, and the chance to progress your career.

Key Responsibilities:

  • Retain and grow your client portfolio through exceptional customer service and relationship building.
  • Develop and maintain strong relationships with clients, colleagues, and other stakeholders.
  • Negotiate mid-term and renewal terms to ensure client satisfaction and retention.
  • Identify opportunities to increase business income through retention and upselling.
  • Maintain client data security and privacy at all times.

Requirements:

  • Proven experience in customer service and client management, preferably in the insurance industry.
  • Excellent product knowledge and ability to service customers effectively.
  • Ability to adapt to change and learn new systems quickly.
  • Drive and energy to move yourself and the business forward.
  • Desirable: degree qualification or CII qualification.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunity to progress your career in a successful and award-winning company.
  • Hybrid working arrangement.
  • Medical coverage and pension scheme.


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