Account Manager / Client Manager - Financial Services
Job Description
Account Manager / Client Manager – Financial Services
\nSalary: £30,000 - £45,000 ( Dependant on Experience)
\nLocation: Fleet
\n\nJob Summary
\nTo 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.
\n\nKey Responsibilities
\nManage and maintain a portfolio of high-net-worth insurance clients.
\nMaintain accurate client records and ensure all information is updated within internal systems.
\nProcess new business accounts, ensuring policies are accurately placed and documentation is issued within agreed timescales.
\nManage client renewals, including reviewing cover, remarketing policies where required, and issuing renewal documentation in line with FCA requirements.
\nHandle client queries, policy amendments, and mid-term adjustments relating to cover changes.
\nWork collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.
\nAssist with preparation of client reports and supporting documentation.
\nIdentify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.
\nContribute towards team revenue objectives through strong client retention and new business support.
\n\nRequirements
\nPrevious experience within insurance, account management, client services, or a similar customer-focused role.
\nKnowledge or understanding of household insurance products.
\nStrong communication and relationship-building skills.
\nExcellent organisational skills with the ability to manage multiple priorities.
\nHigh level of accuracy and attention to detail.
\nAbility to work independently, take ownership, and contribute positively as part of a team.
\nProfessional, proactive, and customer-focused approach.
\nCommitment to delivering excellent client outcomes and maintaining regulatory standards.
\n\nDesirable
\nCert CII qualification or willingness to work towards completion.
\nExperience working with high-net-worth clients or within a professional services environment.
\nExperience using insurance systems, CRM platforms, or client databases.
\nUnderstanding of FCA regulations and insurance compliance requirements.
\n\nBenefits
\nCompetitive salary based on experience.
\nOpportunities for professional development and ongoing training.
\nSupport towards insurance qualifications and CPD.
\nCollaborative and supportive working environment.
\nCompany benefits package.
\nOpportunity to build strong relationships with valued clients and work within a specialist insurance team.
