Private client Manager

Overview

As a Private Client Manager in a City-based Lloyd’s broker, you will service high‑net‑worth clients from inception to completion, coordinating with insurers to match bespoke products. You’ll handle renewals, market-analysed quotations, and billing while maintaining strong client and insurer relationships. You will support mid-term needs, diary management, and cross‑team collaboration to ensure exceptional service. This role offers growth within an established specialist broker that values client protection and professional service.

Pay / Benefits

• Flexible working options
• Salary up to 65,000 plus bonus
• Support from Directors and Managers
• Established City-based Brokers

Responsibilities

• Manage HNW/Private Client business from inception to completion
• Liaise with insurers to source best products
• Process renewals daily
• Prepare quotations following market analysis
• Billing and credit control for each account
• General client liaison for mid-term needs
• Maintain daily diary records and ensure up-to-date processing
• Interact with clients and insurers to service accounts

Key requirements

• Experience as HNW/Private Client Account Handler or Account Executive
• Face-to-face client experience preferred
• Ability to build and maintain client and insurer relationships
• Proficient in MS Office
• Excellent written and oral communication skills
• Strong organisational skills

• communication
• relationship-building
• organisational skills
• MS Office

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