Fleet
HNW Client Manager
Fleet, Church Crookham – (car required)
Salary DOE
To manage a book of high-net-worth clients, ensuring the highest quality in customer service and technical excellence at all times. To ensure clients insurance needs are met, dealing with day to day enquiries from clients, insurers and supporting the team.
WHAT YOU’LL DO
- Maintain a computerised client database
- Manage New Business Clients once on cover and issue accurate and timely documentation.
- Manage client renewals, including where necessary the remarketing of policies, issuing renewal documentation within timescales set out by the FCA.
- Handle incoming client queries and mid-term adjustments, regarding policy coverage and/or changes to their cover.
- Work alongside Client Managers and the wider team to provide a broking service and assist in the preparation with client reports.
- Cross sell/up sell to existing clients, by identifying any potential gaps in cover or policies held elsewhere.
- Contribute towards the teams budgeted income goals, both for renewal retention and new business.
WHAT YOU’LL NEED
• Experience in a similar role.
• A basic understanding of Motor Insurance.
Skills, Knowledge and Aptitude
• To be Self Motivated
• Have a positive outlook
• Reliable
• An excellent and empathetic communicator
• Able to travel
• Ability to take responsibility
• Ability to be a proactive team member, demonstrating a one team attitude
Qualifications and Training
Cert. CII would be helpful and an interest in classic, prestige vehicles, but not a must.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Job Synonyms: Personal Insurance, Household Insurance, Motor Insurance
#LI-SN1