Job Description
The Insurance Manager is responsible for sourcing, advising, and servicing HNW personal insurance clients, delivering tailored short-term insurance solutions that meet complex and evolving needs. The role requires regular face-to-face client engagement, excellent relationship management skills, and unwavering commitment to service excellence, compliance, and ethical conduct.
You will act as a trusted insurance advisor, managing the full client lifecycle, from lead generation and needs analysis through to policy placement, claims support, renewal, and ongoing portfolio optimisation.
Key Responsibilities:
You will act as a trusted insurance advisor, managing the full client lifecycle, from lead generation and needs analysis through to policy placement, claims support, renewal, and ongoing portfolio optimisation.
Key Responsibilities:
- Proactively source and convert new HNW personal insurance clients through self-generated leads and referral channels.
- Conduct in-depth, face-to-face needs analyses to identify gaps, risks, and opportunities within clients existing cover.
- Structure and present customised insurance solutions, including comparative options, to c...