Private Client Manager

Davies; Remote; GBP 45,000 - 65,000; Full time

Job summary

A leading insurance firm in the United Kingdom is looking for a Private Client Manager to manage complex claims and maintain high service standards. The role involves overseeing claims for high net worth clients, mentoring staff, and collaborating with business development teams. Applicants should have relevant experience, strong interpersonal skills, and a full clean driving license. This position offers a range of benefits including professional training funding and flexible working arrangements.

Benefits

Leadership training programme

Funding for professional qualifications

25 days holiday, increasing with service

High Street discounts

Qualifications

• Previous experience as a client manager or in a similar role.
• Proven track record in property adjusting and high net worth clients.
• Experience with major losses is a preference.

Responsibilities

• Handle claims in line with company requirements.
• Oversee claims for mid-high net worth customers.
• Mentor adjusters and support new recruits.

Skills

Interpersonal skills

Ability to work under pressure

Dependability

Education

ACILA, FCILA or other professional qualifications

Tools

Driving license

Job description

Private Client Manager

Department: Claims Management

Employment Type: Permanent - Full Time

Location: Home United Kingdom

Reporting To: Graham Shord

Description

Exciting new opportunity

Supportive team environment

To carry out the loss adjusting of Major Loss, Private Client and other complex claims and to have oversight of the quality of claims delivery for private client Insurer’s and their customers on a UK wide basis to include supporting the Business Development Team in achieving growth in this area

What will your day look like:

To handle claims in line with company requirements and particularly the demanding service standards of MCL clients

To oversee all claims involving mid-high net worth customers and those cases requiring additional customer support, taking ownership of such claims if required.

Mentoring adjusters as necessary to ensure “added value” approach to Private Client claims and working with new recruits to ensure they understand the MCL philosophy.

To build relationships with existing Private Client Insurers and be the point of contact for any escalations.

To work with the Business Development and Growth teams to add new clients specialising in mid-high net worth policies to the MCL portfolio.

To ensure key performance indicator targets are reached and maintained

Actively progress and control all cases

Understand and effectively implement Company systems and procedures

Understand Individual client requirements

Ensure technical accuracy of the highest standard

#INDUKI

Knowledge and Abilities:

Required to have previous experience within a similar role

To be at least progressing towards or completion of ACILA , FCILA or other professional qualifications a preference

Top quality interpersonal skills

Ability to work in a fast paced and changing environment

Dependability and persistence are essential

Proven track record of general property adjusting and high net worth.

Experience of major losses is preferable

Completely flexible approach and adaptable to changing priorities

Accustomed to working under pressure in a fast pace, demanding environment

Full, clean driving license required

Benefits

Career & Purpose

• Davies Innovation Lab
• Leadership training programme
• Funding for professional qualifications
• Thrive at Davies; learning opportunities

Environmental & Social

• The Davies Foundation
• Local charity funding
• Pennies To Heaven
• Employee Resource Groups
• Employee volunteering programme

Financial Health

• Pension, 5% employee and 5% employer contribution
• My Choices at Davies provides; High Street discounts and Financial wellbeing hub
• Life assurance: x4
• Refer a Friend
• Cycle to Work Scheme
• Lease car salary sacrifice
• Davies Incentive Plan
• Enhanced maternity, paternity and adoption pay

Mental, Physical & Emotional Wellbeing

• Wellbeing centre; move, munch, money & mind focus
• Discounts with 100's of UK retailers
• EAP; 24/7 confidential helpline
• 25 days holiday, increases to 26 days after 5 years and 27 after 10 years
• Flexible working;
• Dress for your day
• Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
• Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan