SENIOR CLIENT MANAGER who has gained extensive insurance experience. Currently works in the high net worth household and motor sector and heads a team looking after existing clients to ensure renewal retention and that maximises cross selling opportunities. Current book is over 1 million pounds in size. Holds responsibility for the administration, maintenance and servicing of personal lines insurance policies brokered by the company. Deals with HNW, motor, household and travel, fine art, antiques, homes, 2nd homes and property owners insurances. Deals with new business, renewals and mid-term adjustments. Advises and assists current and potential clients with their personal lines insurance needs. Reports to the company directors to review new business strategies, renewal retention and role development. Liaises with high-net worth insurers to tailor policies to clients' demands and needs.
Certificate of the Chartered Insurance Institute - Cert CII.
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