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Private client manager

York (North Yorkshire)
Lawes Insurance Recruitment
Client manager
€10,000 - €40,000 a year
Posted: 5 May
Offer description

Location: Hybrid – London / York - 2 days per week in York office

Purpose of role:

A big name in the HNW space is looking for an experienced Client Manager to join their established team in York. The role is responsible for managing and developing a varied book of HNW business, ensuring growth, retention and excellent customer service.

Key responsibilities:

* Cultivating and strengthening both external and internal relationships
* Managing diverse and extensive client interactions daily
* Gaining a deep understanding of our clients, becoming their go-to person for insurance needs, and ensuring we focus on the right customer outcomes
* Aiming to attract the right business, negotiating new and renewal terms for luxury homes, high-end contents, and unique collections
* Going above and beyond in challenging situations, embodying the brand and values in every transaction
* Monitoring the overall performance of the portfolio and taking corrective action as needed
* Ensuring the security and privacy of client data at all times

Experience:

* Excellent interpersonal skills, capable of building genuine and effective relationships
* Proficient in negotiating with clients of all levels and experienced in handling non-standard risks
* Proven track record in delivering exceptional customer service and client management
* Outstanding communication skills, able to positively influence others and secure business
* Strong presentation skills, effective in pitching and influencing decisions
* Skilled at forming strong relationships directly with high-net-worth clients
* Smart decision making when dealing with complex technical issues and ability to justify them even when facts are ambiguous and conflicting
* Will regularly challenge convention, introduce ‘non-standard’ business and able to take decisive action on loss making business
* Demonstrable drive and energy to move self and business forward
* Proven market reputation from experience
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