Account Manager Private Clients Insurance

Ipswich - UK

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Description

As part of the wider Global Asset Protection (GAP) team Private Clients look after the personal insurance needs of both mid net-worth and high net worth individuals. These include the decision makers of our corporate clients numerous members of the Sunday Times Rich List and a host of familiar public names. Our service is of the highest and most confidential nature.

We are looking for an experienced Account Manager to join our team. You will have an excellent client focus and a proven track record for delivering the highest levels of direct client service with the ability to analyse situations and provide optimum solutions for clients.

The Role

Reporting to the Client Account Management Leader and working as part of an established team of Account Managers the successful candidate will be responsible for a portfolio of clients with accountability for retention and account development. You will manage and develop existing client relationships and grow the portfolio providing the appropriate advice and subject matter expertise required to deliver a class-leading service and ensure that we have the right insurances in place to fulfil our clients demands and needs.

Deliver a high level of customer service and maintain confidentiality at all times
Develop a strong relationship with your clients understanding their insurance needs and ensuring that these are fulfilled.
Day to day client service answering queries received directly from clients cover advice on scenarios applied across entire insurance portfolio
Arrange additions/deletions of cover as required by clients
Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation
Negotiate favourable terms with insurers whether on your own or working with an Account Executive
Ensure client retention targets are met cross-sell and up-sell opportunities are fulfilled
Encourage new business referrals and recommendations from your existing clients
Always operate within the business procedures and requirements
Apply FCA operating principles and always work in accordance with Treating Customers Fairly
Manage and control your workflows team working to ensure these are kept up to date
Work with our Mumbai and A&S teams to ensure a timely delivery of service and settlement of accounts

Responsibilities

Qualifications

What youll bring

Strong Private Client sector experience
Experience of preparing and using MRCs preferred but not essential
Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service
Strong communication negotiation and influencing skills
Skills in problem solving
Concern for accuracy quality and attention to detail

What we offer

Enjoy a benefits package designed to help you thrive both professionally and personally. Youll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare life insurance group income protection and regular health assessments all giving you peace of mind. Secure your future with our defined contribution pension scheme featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options access to an employee assistance programme and a fully paid volunteer day to make a difference in your community. On top of these you can opt into a variety of additional perks including an electric vehicle car scheme share scheme cycle-to-work programme dental and optical cover critical illness protection and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

Equal Opportunity Employer

Were committed to equal employment opportunity and provide application interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers from the application process through to joining WTW please

Required Experience:

Manager

DescriptionAs part of the wider Global Asset Protection (GAP) team Private Clients look after the personal insurance needs of both mid net-worth and high net worth individuals. These include the decision makers of our corporate clients numerous members of the Sunday Times Rich List and a host of fam...