Client Relationship Management

• Serve as the primary point of contact for Private Clients, building and maintaining strong relationships.

• Understand clients' insurance needs and provide tailored advice and service.

Policy Management

• Manage policy renewals, mid-term adjustments, and documentation with precision.

• Liaise with underwriters to secure favourable terms and appropriate cover for clients.

• Ensure policy records, endorsements, and certificates are accurate and up to date.

Risk Assessment and Analysis

• Evaluate client risk profiles to identify coverage needs, gaps, and improvements.

• Keep abreast of industry trends, regulatory changes, and emerging risks.

Policy Compliance

• Ensure client policies meet regulatory and contractual obligations.

• Communicate relevant compliance or regulatory updates to clients where applicable.

Documentation and Reporting

• Maintain comprehensive, well-organised electronic client files.

• Produce client portfolio summaries and reports as required.

New Business Development

• Identify upselling and cross-selling opportunities within the existing client base.

• Collaborate with colleagues to contribute to team targets and business growth.

Insurance Knowledge and Training

• Stay current with HNW insurance products, market changes, and regulatory standards.

• Participate in ongoing training and professional development activities.

Customer Service Excellence

• Deliver an exceptional client experience by addressing enquiries promptly and professionally.

• Contribute to high levels of client satisfaction and retention.

Quality Assurance

• Conduct peer reviews and quality checks on policy documentation.

• Recommend process improvements to enhance service efficiency and reduce errors.

Other Duties

• Support additional responsibilities as required by management to meet evolving business needs.