Senior Private Client Manager, Lawes Consulting Group

Senior Private Client Manager

Lawes Consulting Group

Location:

United Kingdom, York

Category:

Insurance

Contract Type:

Employment contract

Salary:

40000.00 GBP / Year

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Job Description:

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. 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 their brand 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.

Job Responsibility:

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

Requirements:

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 have:

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

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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