Account Manager Private Clients

WTW group; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading insurance firm in Greater London is seeking a Sales associate to join their team and cater to the personal insurance needs of high net worth individuals. The ideal candidate will have experience in the Private Client sector and will be responsible for delivering exceptional service, managing client relationships, and meeting sales targets. The role offers a comprehensive benefits package including annual leave, health insurance, and opportunities for personal and professional growth.

Benefits

25 days of annual leave plus an extra day

Private healthcare

Life insurance

Group income protection

Matched pension contributions up to 10%

Employee assistance programme

Electric vehicle car scheme

Cycle-to-work programme

Qualifications

• Experience in the Private Client sector is essential.
• Previous experience with MRCs is preferred but not mandatory.
• Proven ability to manage workloads and deliver exceptional client service.

Responsibilities

• Deliver high-quality customer service while maintaining confidentiality.
• Develop and maintain relationships with clients, understanding their insurance needs.
• Negotiate terms with insurers and meet quarterly sales targets.

Skills

Private Client sector experience

Strong communication skills

Negotiation and influencing skills

Problem-solving skills

Attention to detail

Job description

Description

As part of the wider GB Retail team Private Clients look after the personal insurance needs of both mid net‑worth and high net worth individuals. These include the decision makers of our corporate clients, numerous members of the Sunday Times ‘Rich List’ and a host of familiar public names. Our service is of the highest and most confidential nature.

We are looking for a Sales associate to join our team. You will have an excellent client focus and a proven track record for delivering the highest levels of direct client service, with the ability to analyse situations and provide optimum solutions for clients. Our ideal candidate will have experience in the Private Client sector.

The Role

Reporting to the Head of Sales and Strategy and working as part of an established team of Sales Associates, the successful candidate will be responsible for delivering quality service and cover to new Willis clients. You will manage and develop existing client and insurer relationships for the good of the business, providing the appropriate advice and subject matter expertise required to deliver a class‑leading service and ensure that we have the right insurances in place to fulfil our clients’ demands and needs.

• Deliver a high level of customer service and maintain confidentiality at all times.

• Develop a strong relationship with your clients, understanding their insurance needs and ensuring that these are fulfilled.

• Day to day client service, answering queries received directly from clients, cover advice on scenarios applied across entire insurance portfolio

• Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation

• Negotiate favourable terms with insurers, whether on your own or working as part of a team

• Ensure quarterly sales targets are met, cross‑sell and up‑sell opportunities are fulfilled

• Encourage new business referrals and recommendations from your existing clients

• Always operate within the business procedures and requirements

• Apply FCA operating principles and always work in accordance with Treating Customers Fairly

• Manage and control your workflows, team working to ensure these are kept up to date

Qualifications

The Requirements

• Private Client sector experience
• Experience of preparing and using MRCs preferred but not essential
• Strong personal management skills with a proven track record of managing your own workloads and delivering excellent levels of client service
• A sales mentality, targets will be a part of this role and will need to be delivered upon
• Strong communication, negotiation and influencing skills
• Skills in problem solving
• Concern for accuracy, quality and attention to detail.

Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company.

We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle‑to‑work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail].