Private Client Manager

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, we place 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 and is continuing to grow both organically and through future acquisitions.  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.
• Process insurance policies, endorsements, and renewals accurately and efficiently.
• Liaising with our clients to gather necessary information for underwriting purposes.
• Provide exceptional client service by promptly addressing any inquiries and concerns.
• Collaborate with underwriters to negotiate terms and coverage on behalf of clients.
• Prepare accurate documentation and maintain client records in compliance with regulatory standards.
• Support claims management by facilitating communication between our clients and our claims departments.
• Stay 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 pbrookbanks@drpinsurance.com