Open role
Account Manager / Client Manager - Financial Services
- Aggregated by CV-Library
- Fleet, Hampshire
- Permanent
- Full Time
- £30,000 - £45,000 Per Annum
Job 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.
Handle client queries, policy amendments, and mid-term adjustments relating to cover changes.
Work collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.
Assist with preparation of client reports and supporting documentation.
Identify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.
Contribute towards team revenue objectives through strong client retention and new business support.
Requirements
Previous experience within insurance, account management, client services, or a similar customer-focused role.
Knowledge or understanding of household insurance products.
Strong communication and relationship-building skills.
Excellent organisational skills with the ability to manage multiple priorities.
High level of accuracy and attention to detail.
Ability to work independently, take ownership, and contribute positively as part of a team.
Professional, proactive, and customer-focused approach.
Commitment to delivering excellent client outcomes and maintaining regulatory standards.
Desirable
Cert CII qualification or willingness to work towards completion.
Experience working with high-net-worth clients or within a professional services environment.
Experience using insurance systems, CRM platforms, or client databases.
Understanding of FCA regulations and insurance compliance requirements.
Benefits
Competitive salary based on experience.
Opportunities for professional development and ongoing training.
Support towards insurance qualifications and CPD.
Collaborative and supportive working environment.
Company benefits package.
Opportunity to build strong relationships with valued clients and work within a specialist insurance team
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.
Handle client queries, policy amendments, and mid-term adjustments relating to cover changes.
Work collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.
Assist with preparation of client reports and supporting documentation.
Identify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.
Contribute towards team revenue objectives through strong client retention and new business support.
Requirements
Previous experience within insurance, account management, client services, or a similar customer-focused role.
Knowledge or understanding of household insurance products.
Strong communication and relationship-building skills.
Excellent organisational skills with the ability to manage multiple priorities.
High level of accuracy and attention to detail.
Ability to work independently, take ownership, and contribute positively as part of a team.
Professional, proactive, and customer-focused approach.
Commitment to delivering excellent client outcomes and maintaining regulatory standards.
Desirable
Cert CII qualification or willingness to work towards completion.
Experience working with high-net-worth clients or within a professional services environment.
Experience using insurance systems, CRM platforms, or client databases.
Understanding of FCA regulations and insurance compliance requirements.
Benefits
Competitive salary based on experience.
Opportunities for professional development and ongoing training.
Support towards insurance qualifications and CPD.
Collaborative and supportive working environment.
Company benefits package.
Opportunity to build strong relationships with valued clients and work within a specialist insurance team