Account Manager / Client Manager - Financial Services

Account Manager / Client Manager - Financial ServicesSalary: £30,000 - £45,000 ( Dependant on Experience) Location: Fleet Job Summary To 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.Key Responsibilities Manage and maintain a portfolio of high-net-worth insurance clients.Maintain accurate client records and ensure all information is updated within internal systems.Process new business accounts, ensuring policies are accurately placed and documentation is issued within agreed timescales.Manage client renewals, including reviewing cover, remarketing policies where required, and issuing renewal documentation in line with FCA requirements.Handle client queries, policy amendments, and mid-term adjustments relating to cover changes.Work collaboratively with Client Managers and colleagues to deliver excellent client service and support account management activities.Assist with preparation of client reports and supporting documentation.Identify opportunities to enhance client relationships through appropriate cross-selling and up-selling of products and services.Contribute towards team revenue objectives through strong client retention and new business support.Requirements Previous experience within insurance, ..... full job details .....