Vacancy 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.
Handl...
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.
Handl...
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