Location
Southport
Hours
Full Time
Contract
Permanent
Position Title: Private Client Manager
Department: Private Client Team
Location: North West (Southport)
Contract: Full-time
Direct Reporting: Private Client Team Leader
Introduction
David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe, we have a team of over 300 dedicated colleagues, placing over £230m premium with direct access to Lloyd's of London and other specialist international markets.
Following a sustained period of growth, where DR&P Group has acquired multiple insurance businesses in the past 24 months, the group is now embarking upon an exciting business change program focused on streamlining, transforming and integrating multiple business processes and systems.
Position Summary
As a Private Client Manager at our business, you will play a pivotal role in providing exceptional service to our personal clients. Your primary responsibility will be to support our Account Executives in managing client accounts, processing policies, and ensuring smooth communication between clients, the service teams, and our insurer partners. This position demands strong attention to detail, excellent organisational skills, and a proactive approach to delivering exceptional client service.
Roles & Responsibilities
As a Private Client Manager you will be responsible for:
Assisting Account Executives in managing a portfolio of personal insurance clients.Processing insurance policies, endorsements, and renewals accurately and efficiently.Liaising with our clients to gather necessary information for underwriting purposes.Providing exceptional client service by promptly addressing any inquiries and concerns.Collaborating with underwriters to negotiate terms and coverage on behalf of clients.Preparing accurate documentation and maintaining client records in compliance with regulatory standards.Supporting claims management by facilitating communication between our clients and our claims departments.Staying updated on industry trends, insurance products, and regulatory changes.Key Performance Indicators Client satisfaction ratings.Timeliness and accuracy of policy processing.Renewal retention rates.Efficiency in handling client inquiries and requests.Compliance with regulatory standards and internal procedures.Key Relationships Commercial Account Executives.Broking Leaders.Insurer Underwriters.Internal support staff.Qualifications/Skills Required Strong understanding of personal insurance products and terminology.Excellent communication and interpersonal skills.Attention to detail and accuracy in data entry and documentation.Ability to work effectively in a fast-paced environment.Proficiency in insurance software (Acturis desirable) and Microsoft Office suite.Problem-solving and decision-making abilities.Client-focused mindset with a commitment to delivering exceptional service.Knowledge of regulatory requirements and compliance standards in the insurance industry.Education/Experience Relevant experience in personal insurance, account management, or customer service roles.Insurance industry certifications; such as Cert CII (training support provided by the business to help with qualification progress).Familiarity with insurance brokerage operations and procedures is beneficial.Salary: Based on experience
Hours: Full-time
Holidays: 25 days holiday plus 8 bank holidays (increases to 28 after 5 years' service and 30 after 10 years' service) pro-rata
Income Protection: 75% of annual salary (paid after 6 months) for up to 5 years
Life Insurance: 4 X annual salary
Medicash
Access to Cycle to Work Scheme
To apply, please email: Paul Brookbanks ****** #J-18808-Ljbffr