Account Manager - Private Clients

Via Benefits by WTW; Ipswich; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player seeks a dedicated Account Manager to oversee client relationships and ensure top-tier service delivery. In this role, you will leverage your expertise to manage a diverse portfolio, providing tailored insurance solutions and fostering strong client connections. Your ability to negotiate favorable terms and handle client inquiries will be crucial to achieving retention targets and driving business growth. Join a dynamic team that values inclusivity and flexibility, where your contributions will directly impact client satisfaction and business success.

Qualifications

• 5+ years of experience in the Private Client sector is ideal.
• Strong communication and negotiation skills are essential.

Responsibilities

• Manage a portfolio of clients, ensuring retention and account development.
• Deliver high customer service and handle client queries effectively.

Skills

Client Relationship Management

Negotiation Skills

Communication Skills

Problem-Solving Skills

Attention to Detail

Education

5+ years in Private Client sector

Tools

Willis systems

Job description

202503005

Ipswich, England, United Kingdom

Full time

Description

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.
• Handle day-to-day client service, answering queries received directly from clients, and providing cover advice on scenarios across the entire insurance portfolio.
• Arrange additions or deletions of cover as required by clients.
• Prepare London market broking documentation, including insurance market presentations, using Willis systems and documentation.
• Negotiate favourable terms with insurers, either independently or with an Account Executive.
• Ensure client retention targets are met; fulfill cross-sell and up-sell opportunities.
• Encourage new business referrals and recommendations from existing clients.
• Operate within the business procedures and requirements at all times.
• Apply FCA operating principles and work in accordance with Treating Customers Fairly.
• Manage and control workflows, working with the team to keep these up to date.
• Collaborate with our Mumbai and A&S teams to ensure timely service delivery and account settlements.

Qualifications

The Requirements

• Ideally, a minimum of 5 years of experience in the Private Client sector.
• Experience in preparing and using MRCs is preferred but not essential.
• Strong personal management skills with a proven track record of managing workloads and delivering excellent client service.
• Strong communication, negotiation, and influencing skills.
• Problem-solving skills.
• Attention to accuracy, quality, and detail.

Equal Opportunity Employer

At WTW, we believe that difference makes us stronger. We aim to reflect the diverse markets we operate in and foster an inclusive culture where colleagues feel welcome, valued, and empowered to bring their whole selves to work daily. We are committed to creating an inclusive work environment and embrace all forms of diversity.

At WTW, we trust our colleagues to understand their work and the resources they need to succeed. Most work in a hybrid style, combining remote, in-person, and in-office interactions based on team, role, and client needs. Our flexibility is based on trust, and “hybrid” is not a one-size-fits-all approach.