Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
We are on the hunt for a meticulous General Administrator to join a dynamic Central Services team.
This pivotal role involves managing and processing data, crafting clear reports, and maintaining dashboards to support business decision-making and operational efficiency.
Responsibilities
Compile Data: Gather information from various sources to support the business.
Posted by Lawes Consulting Group • £35K/yr to £42K/yr
Purpose of role
As a High Net Worth Account Manager your role will involve managing a portfolio of high net worth and ultra-high net worth clients and providing them with tailored insurance solutions and top-notch service.
Our client seeks to hire an experienced Account Manager to join their specialist High Net Worth team.
This team is known for its dynamic, supportive, and experienced members who prioritise delivering excellent client service.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Manage day-to-day client interaction by phone, email and video conference as required.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.