Senior Account Handler – Private Clients

Job Title: Senior Private Client Manager

Location: York

Full/Part Time: Full Time

About the Team:

The Private Client team is dedicated to the brand and exceeding the expectations it sets. They are committed to meeting and servicing the insurance needs of their high net worth clients.

The Role:

• You will be the port of call for your portfolio of high net worth customers, as well as supporting the wider team in the management of very large, complex accounts. Knowing your customers by name, you will be the face of theirbrand and provide the exceptional service that their customers expect. Creating and maintaining relationships that matter, not just selling their products but really understanding the customer’s needs and ensuring they are fully protected year after year.
• A true account handler role means working in a fast-paced and often changing environment, whilst dealing with a high volume of client enquiries. You will understand the customers’ needs to ensure the effective negotiation of renewal terms, processing of mid-term changes and identification and conversion of cross-sell opportunities. You will also seize opportunities to convert new business when your clients refer their contacts to you. It sometimes means getting out and meeting your customers, visiting some of the most spectacular homes in the UK.
• A small but growing team, where exceptional customer service is a given and the intellect to digest complexity whilst building rapport is essential.

What you’ll be doing as a Senior Account Manager:

• Full responsibility for the retention of your client portfolio
• Building and enhancing both external and internal relationships; dealing with varied and wide ranging private client contacts on a daily basis
• Getting to know and understand your clients – building relationships and facilitating and converting unprompted enquiries
• Negotiating mid-term and renewal terms and, sometimes new business terms, on dream homes, unique collections, supercars and holiday villas
• Growing the team’s existing business income through retention, cross-sell and up-sell
• Going the extra mile when dealing with challenging situations, bringing the brand and values to life in every transaction
• Ensuring client data security and privacy is maintained at all times

Must haves:

• Great with people, able to build honest and effective relationships
• Experience of exceptional customer service and client management
• Able to effectively service customers using expert product knowledge
• Adapts well to change and picks up new systems quickly
• Suggests ways of improving existing work processes, to enhance overall team efficiency and accuracy
• Demonstrable drive and energy to move self and business forward

Nice to haves:

• Preferably degree qualified, although this is not a pre-requisite for an experienced insurance professional
• CII qualification or progression towards qualification