Account Manager / Client Manager

Mulberry Recruitment; Fleet; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Professional development

CPD support

Insurance qualifications support

Company benefits package

Job summary

Mulberry Recruitment is seeking an Account Manager / Client Manager for a Financial Services role based in Fleet. You will manage a portfolio of high-net-worth insurance clients, ensuring excellent service, accurate records, and timely new business processing.

Responsibilities include renewals, queries, and cross-selling while adhering to FCA requirements. The role emphasizes independent ownership within a collaborative specialist insurance team and professional development opportunities.

Qualifications

• Experience in insurance, account management or client services.
• Knowledge of household insurance products.
• Strong communication and relationship-building skills.
• Excellent organisational skills with the ability to manage multiple priorities.
• Independent and proactive, with a team-oriented mindset.

Responsibilities

• Manage and maintain a portfolio of high-net-worth insurance clients.
• Maintain accurate client records in internal systems.
• Process new business accounts and documentation within timescales.
• Manage client renewals, including reviewing cover and issuing documents.
• Handle client queries, policy amendments and mid-term adjustments.
• Collaborate with Client Managers to deliver excellent service.
• Prepare client reports and supporting documentation.
• Identify opportunities for cross-selling and up-selling of products.
• Contribute to team revenue through client retention and new business support.

Skills

Communication

Relationship building

Organisational skills

Attention to detail

Independent working

Team collaboration

Education

Cert CII (desirable)

Tools

CRM systems

Insurance systems

Job description

Account Manager / Client Manager - Financial Services

Salary: £30,000 - £45,000 ( Dependant on Experience)

Location: Fleet

Job Summary

To manage a portfolio of high-net-worth insurance clients, providing exceptional customer service.. The role is responsible for ensuring clients' insurance requirements are met, managing day-to-day enquiries, maintaining strong client relationships, and supporting the wider team in delivering a professional broking service.

Key Responsibilities

• Manage and maintain a portfolio of high-net-worth insurance clients.
• Maintain accurate client records and ensure all information is updated within internal systems.
• Process new business accounts, ensuring policies are accurately placed and documentation is issued within agreed timescales.
• Manage client renewals, including reviewing cover, remarketing policies where required, and issuing renewal documentation in line with FCA requirements.
• Handle client queries, policy amendments, and mid-term adjustments relating to cover changes.
• Work collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.
• Assist with preparation of client reports and supporting documentation.
• Identify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.
• Contribute towards team revenue objectives through strong client retention and new business support.

Requirements

• Previous experience within insurance, account management, client services, or a similar customer-focused role.
• Knowledge or understanding of household insurance products.
• Strong communication and relationship-building skills.
• Excellent organisational skills with the ability to manage multiple priorities.
• High level of accuracy and attention to detail.
• Ability to work independently, take ownership, and contribute positively as part of a team.
• Professional, proactive, and customer-focused approach.
• Commitment to delivering excellent client outcomes and maintaining regulatory standards.

Desirable

• Cert CII qualification or willingness to work towards completion.
• Experience working with high-net-worth clients or within a professional services environment.
• Experience using insurance systems, CRM platforms, or client databases.
• Understanding of FCA regulations and insurance compliance requirements.

Benefits

• Competitive salary based on experience.
• Opportunities for professional development and ongoing training.
• Support towards insurance qualifications and CPD.
• Collaborative and supportive working environment.
• Company benefits package.
• Opportunity to build strong relationships with valued clients and work within a specialist insurance team