Private Clients Account Manager; Insurance

Position – Private Clients Account Manager (Insurance)

Location – Orpington

Salary – Negotiable plus benefits

We are currently looking for a Private Clients Account Manager to join the professional and welcoming insurance team in Orpington.

At our Orpington office we offer high quality, specialist insurance products to Personal and Commercial clients throughout the UK. We have sustained one of the highest customer satisfaction and retention rates within the industry by focusing on the precise needs of our clients.

In this position you will be offering and renewing insurance contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As an Executive you will manage an existing book of insurance business dealing with new enquiries to expand the company client base.

Working alongside likeminded and experienced insurance brokers and managers this is a long term opportunity with a ‘forever company’ that will provide career progression and security.

• Proactively managing client insurance requirements across their portfolio's including renewals, additional quotations, mid term adjustments and associated pieces
• Ensure all client data is up to date and accurate on Acturis
• Negotiating with underwriters and ensuring all documentation is correct prior to issuing
• Working with colleagues on a collaborative basis to ensure all clients (including ones not in your portfolio) are provided with a high level of service.
• Undertaking due diligence checks on potential customers
• Assisting with credit control where required
• Building strong working relationships with stakeholders (both internally and externally)
• Assisting the directors with larger more complex cases as required
• Achieve New Business / Retention targets
• Attending face to face client meetings / attending surveys
• Will be responsible for taking over a book to HNW/UHNW – predominantly household / partial motor

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

• Strong working knowledge of the Private Client Insurance landscape, which should include exposure to HNW Portfolio’s, home, motor, fine art and jewellery/watches
• A proven track record of dealing with Ultra High Net Worth Clients
• You ’ll have a rounded skill set that includes high level communication (both written and verbal), negotiation, administrative and IT skills coupled with working knowledge of MS Office products
• Exposure to Insurance broking platforms (Acturis) would be beneficial but not essential as full training will be provided
• A full driving licence would be required
• The candidate will also be CERT CII qualified, or part qualified with the desire to complete.
• Strong negotiation skills Ability to work alone and as part of a team High attention to detail
• Form and develop strong insurer and client relationships
• Time management and organisational skills