Account Manager - Private Client

About the Role

Become a key player in a team where cultivating relationships, applying expertise, and driving innovation are the pillars of success. As an Account Manager - Private Clients, you will oversee and expand a varied portfolio of clients, uncover new business prospects, and cultivate strategic alliances. Utilizing your strong technical insurance brokerage skills, you’ll partner with clients, underwriters, and internal stakeholders to create customized strategies that enhance value, improve retention, and ensure sustained growth.

Key Duties

• Manage and fulfill client servicing needs efficiently.
• Discover growth opportunities within your existing clientele and potential new business.
• Deliver professional, accurate, and timely responses to client inquiries through effective coordination with external parties.
• Compose proposals to secure new business engagements.
• Organize client contract renewals and handle premium calculations.

Required Skills and Experience

Ideal candidates will have demonstrated expertise in insurance brokering and client portfolio management, alongside the ability to provide top-tier client service and excellent communication capabilities.

• Exceptional verbal and written communication skills.
• Level 5 Fire and General insurance qualification.
• Strong organizational aptitude capable of managing multiple priorities simultaneously.
• Proficiency in Microsoft Excel, Word, and Outlook.

Company Values and Benefits

Joining this company means embracing a culture committed to better ways of working and continuous improvement. Expect to join a friendly, collaborative environment with teams that extend globally. Comprehensive onboarding and ongoing professional development are provided, along with diverse career advancement opportunities.

• Access to continuous professional learning and growth paths.
• Health and life insurance coverage with income protection options.
• Annual wellbeing days dedicated to employee health.
• Employee Assistance Program for support services.

Equal Opportunity Statement

The company promotes an inclusive and diverse workplace, empowering everyone to be their authentic selves. It provides equal employment opportunities without discrimination of any kind and ensures reasonable accommodations are available to enable participation for individuals with disabilities throughout recruitment and employment.