High Net Worth Account Manager
Hight-Net-Worth Account Manager
Location: Buntingford, HertsSalary: £35,000-£40,000
Hours: Full-time – Monday to Friday – 9.00-5.00
Benefits:
- 25 days holiday per annum (plus bank holidays).
- Free on-site parking.
- Uncapped Commission Scheme.
- A friendly and social office, holding team events throughout the year.
- Continuous opportunity for career progression and further qualifications.
- Beautiful and rural office location.
The Company
Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.
The Role
We have a fantastic and exciting opportunity for a driven, energetic and enthusiastic Hight-Net-Worth Account Manager to own and drive their High-Net-Worth book of business, cross-selling our client’s full range of products, including their range of motor, personal and business insurances.
Responsibilities:
- Developing relationships with existing clients, maintaining, and developing these to support full client needs, including strong referrals to their financial services.
- Working closely with the marketing team to raise awareness of our High-Net-Worth offering and the exceptional service they offer.
- Recording and tracking contacts, prospects, and sales to maximise conversion ratio of leads to sales and provide a robust record of advice given and accurate policy information.
- Develop relationship with their High-Net-Worth product underwriting team.
- Maintaining your own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of our client’s T&C scheme and regulators.
Skills and Requirements:
- UK Driving License and access to own vehicle is essential.
- Previous insurance experience is desirable but not essential.
- A minimum of 5 GCSE’s or equivalent of A-C grade including Maths and English.
- Strong I.T. literacy, being proficient in the use of MS Office Applications.