Your new role working as a Private Client Manager means you will be working for a leading specialist Lloyd’s Insurance Brokers who have been established for over 40 years and are part of one of the world’s largest insurance broking groups. Your new brokers look to provide the best protection and peace of mind for their clients through high quality insurance products, backed with excellent service. Due to growth within their established Private client team, a position for a Private Client Manager role has arisen.

Your new job working as a Private Client Manager will be dealing with HNW/Private Client business from inception to completion. Duties will include liaising with Insurers to find the best product suited to the client’s needs, processing renewals daily, processing all quotations following market analysis and billing and credit control for each account. Further duties will also include general customer liaison for mid-term needs, keeping daily diary records up to date and processed and dealing with both clients and Insurers.

Your previous experience working as a HNW or Private Client Account handler or Account Executive with experience in dealing with HNW/Private Client will contribute to your success in securing this role. Ideally you will have experience of dealing clients face to face. You will be able to build and maintain relationships both with clients and insurers. You will be proficient in using MS Office software. You will have excellent written and oral communication skills as well as exceptional organisational skills.

You’ll be offered a salary of up to £65,000 plus bonus. You’ll receive support from Directors and Managers and you will enjoy working for an established City based Brokers.