Account Manager – Private Clients

WTW group; Ipswich; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading global advisory firm in Ipswich is seeking an experienced Account Manager to cater to high net-worth individuals' insurance needs. The ideal candidate will possess strong client service skills, excellent communication, and experience in the Private Client sector. This opportunity provides a comprehensive benefits package, including 25 days annual leave, private healthcare, and options for hybrid working.

Benefits

25 days of annual leave

Private healthcare

Defined contribution pension scheme

Electric vehicle car scheme

Cycle-to-work programme

Qualifications

• Proven track record of managing client relationships in the Private Client sector.
• Strong personal management skills, managing workloads effectively.
• Experience with MRCs is preferred but not essential.

Responsibilities

• Manage a portfolio of clients, ensuring retention and account development.
• Deliver high levels of customer service while maintaining confidentiality.
• Negotiate favorable terms with insurers.

Skills

Client focus

Negotiation skills

Problem solving

Attention to detail

Job description

Description

As part of the wider Global Asset Protection (GAP) 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 an experienced Account Manager 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 a great experience in the Private Client sector.

The Role

Reporting to the Client Account Management Leader, and working as part of an established team of Account Managers, the successful candidate will be responsible for a portfolio of clients with accountability for retention and account development. You will manage and develop existing client relationships and grow the portfolio, 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, covering advice on scenarios applied across entire insurance portfolio.
• Arrange additions/deletions of cover as required by clients.
• 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 with an Account Executive.
• Ensure client retention targets are met, cross‑sell and up‑sell opportunities are fulfilled.
• Encourage new business referrals and recommendations from 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.
• Work with our Mumbai and A&S teams to ensure a timely delivery of service and settlement of accounts.

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.
• 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].