Senior Client Manager/Broker
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I am a dedicated and client-focused individual currently working as a Senior Client Manager/Broker within the ultra-high net worth insurance space with over 8 years of experience in insurance, built on a strong financial foundation. I have a proven track record of delivering a bespoke, responsive service to demanding clientele including celebrities, public figures and owners of large estates. I pride myself on having a strong reputation for my work ethic, being skilled in consultancy, risk management, tailoring insurance solutions with a strong initiative, great attention to detail and commitment to excellence.
Senior Client Manager | March 2017 – Present
Progressed from an initial Assistant Client Manager role to my now Senior Client Manager role.
Manage relationships with ultra high net worth clients including individuals of public profile, wealthy families, and large, high-maintenance estates requiring a tailored, proactive service.
Provide consultancy & expert advice on insurance and risk management to help clients protect their assets and mitigate exposure.
Negotiate renewal terms with underwriters.
Advise clients on household insurance, estate portfolios, fine art collections, motor fleets, property owner portfolios, contract works and various liability covers.
Authorised cover holder for a high net worth household binder product. Responsible for signing off quotations, renewal terms and mid-term adjustments as well as applying underwriting advice/feedback to clients and the capacity provider.
Personally write and tailor renewal invites for each client to ensure relevant coverage, clarity and a personal touch is provided.
Issuing client presentations (new business/renewals/MTA’s) manually, including preparing Risk Register/Summaries of Cover where applicable.
Participate in the hiring process of new employees, contributing to team growth and development.
Responsible for managing a team of client managers and overseeing the quality of service provided.
Maintain exceptional client service standards by managing large-scale cover changes efficiently and with care.
Accounts Receivable Executive | April 2013 – March 2017
Managed a large portfolio of international customers across Europe and South America
Handled customer queries, payment allocations, issuing invoices, produced daily exchange rates for the entire company and reconciling accounts.
Trained new staff including travelling to Romania to implement training programmes at an international office.
Invoicing Clerk | February 2012 – October 2012
Gained experience with Talisman and Exchequer accounting systems
Built foundational knowledge of company processes and Excel-based reconciliations.
Accounts Payable Executive & Accounts Assistant | October 2012 – April 2013
Split time between Travco LLP performing purchase ledger and accounts assistant duties
Developed further understanding of ledger systems and intercompany processes
AAT Accounting Course at Ardleigh Green College