Experienced Team Manager within High Net Worth Insurance Broker.Driving Team Success and Achievement within a unique Brokers
Property Wealth Insurance Brokers specialises in delivering tailored insurance solutions through Portfolio Policies for private clients.
With a focus on high-quality service, we offer bespoke coverage to protect possessions and meet the unique needs of our clients. Our expertise covers policies for home, contents, high-specification properties, fine arts, valuables, super cars and marine.
Role Description
The High Net Worth Account Handler will be responsible for assisting an account executive with their portfolio of high-net-worth clients, handling renewals of their own portfolio, and new business contributions. Day-to-day tasks include building and maintaining strong client relationships, coordinating with insurance providers, and assisting in risk management and policy adjustments to meet the needs of clients. This is a full-time hybrid role based in Fareham.
Qualifications
* Proficiency in Renewals and Account Management processes to ensure seamless policy lifecycle management
* Strong Customer Service skills to effectively address client needs and provide a positive experience
* Experience in Insurance and Insurance Brokerage, high-net-worth is not essential
* Exceptional communication and problem-solving skills
* Ability to manage multiple accounts and collaborate with team members
* Understanding of risk management, covering areas like loss prevention and security as it relates to insurance
Seniority level
Entry level
Employment type
Full-time
Job function
Other, Information Technology, and Management
Industries
Insurance
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