An unmissable opportunity for high-net-worth client manager to boost your career with one of the world’s leading insurance brokers. You’ll provide ultra-high-net-worth clients with flawless advice and unrivalled products which meet their highly specialist insurance needs. We are seeking a talented and driven Private Client Manager/Executive to join their dynamic team in Surrey.
This is an exceptional opportunity for individuals with solid personal lines experience looking to develop into the HNW arena, or for seasoned HNW Client Executives keen to further expand their book of business and manage a prestigious portfolio. The company believes in investing in outstanding talent and is exceptionally strong in nurturing a highly inclusive and diverse environment.
What you'll do:
As a Private Client Executive, you'll play a crucial role in managing and growing a significant portfolio of HNW/UHNW clients. Your expertise will ensure their complex and unique insurance needs are met with unparalleled precision and a truly personalised touch, offering flawless advice and unrivalled products.
Your responsibilities will include:
- Build and nurture strong, lasting relationships with HNW/UHNW clients, gaining a deep understanding of their unique needs to craft personalised insurance solutions. You'll appreciate that at this exclusive level, only the most stellar service and speed make the grade.
- Perform comprehensive risk assessments to determine the most suitable and thorough coverage for high-value assets and complex personal situations.
- Expertly negotiate with leading insurance underwriters to secure the best possible terms and conditions for your clients.
- Prepare and present clear, persuasive insurance proposals, effectively explaining coverage options and pricing.
- Accurately and efficiently process policy changes, endorsements, and renewals, ensuring seamless service.
- Act as a dedicated advocate for clients throughout the claims process, ensuring prompt, fair, and smooth settlements.
- You'll inherit an established book of business and be responsible for expanding it further, leveraging your innate ability to network successfully with introducers and internal teams.
- Stay up to date on the latest industry trends, products, and regulatory changes to provide clients with the most relevant and accurate information.
We are searching for an insurance professional with:
- A strong background in personal lines insurance, eager to transition and grow within the HNW/UHNW market.
- Individuals with a proven track record in HNW client management and a desire to further develop and expand their existing book.
- A natural ability to connect with clients, understand their needs, and build lasting trust, demonstrating excellence in internal and external communication.
- Confident in discussions and negotiations to achieve the best outcomes.
- Ensuring accuracy and efficiency in all client and policy management tasks.
- A drive to take ownership, deliver outstanding service, and contribute to portfolio growth.
- A thriving network of highly active introducers who understand the requirements and pressures that the ultra-high-net-worth exclusive lifestyle entails.
Our client is committed to attracting and retaining top talent, offering:
- Highly competitive salary: A market-leading salary that truly reflects your experience and the significance of this role.
- Excellent benefits package: A comprehensive suite of benefits designed to support your well-being and financial future.
- Hybrid working flexibility: Enjoy a blend of collaborative office time in Surrey and the flexibility of remote working, promoting a healthy work-life balance.
- Clear career progression: A genuine opportunity to advance your career, significantly grow your influence, and expand your portfolio within the high-value client segment.
- Vibrant team environment: Work in a tight-knit, collaborative, highly professional corporate environment alongside experienced and respected colleagues.
If you are ready to take the next step in your career and join a firm where your expertise in high-value insurance will be truly valued, we encourage you to apply.
Please apply to the role with your latest CV and speak to Francesca Franklin for further details.
At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we’re looking for in this or other roles.