HNW Account Manager

Company Description

Fidus Insurance Brokers is an independent insurance brokerage specialising in tailored solutions for Ultra-High-Net-Worth (UHNW) Private Clients and Family Offices. Established in 2023, Fidus was founded to provide expert guidance and specialized High-Net-Worth insurance services. Rooted in exceptional client relationships, we prioritise understanding client lifestyles and risks to provide customised risk management advice and comprehensive coverage. Our personalised approach ensures clients receive superior service beyond standard premium-driven policies, making Fidus their trusted broker of choice.

Role Description

This is a full-time hybrid role for a High-Net-Worth (HNW) Account Manager located at Barnsgrove in Greywell, Hampshire, with flexibility for remote work. The HNW Account Manager will manage relationships with UHNW clients and family offices, providing tailored insurance solutions that safeguard their unique assets. Day-to-day responsibilities include assessing client needs, offering personalised risk management advice, preparing competitive quotations, managing renewals, and addressing client inquiries promptly and with the utmost professionalism. The role requires collaboration with both clients and insurers to ensure outstanding service delivery and the highest standards of protection.

Fidus are an ambitious brokerage who have been trading for just over 3 years. We believe that the potential for your role to develop as the business grows is really exciting for the right person.

Qualifications & Skillset

• Strong expertise in insurance placement, policy structure, and claims handling within high-value personal lines.
• Excellent client relationship management skills, with the ability to build trust and rapport quickly.
• Proven ability to analyse client risks and develop bespoke insurance strategies to meet individual needs.
• Effective verbal and written communication skills for liaising with clients and insurers.
• Proficiency in using broker management systems and general computer applications.
• Organisational and time-management skills to handle multiple clients and deadlines efficiently.
• A deep understanding of the UHNW market and the specific insurance challenges it presents is a significant advantage.
• Cert CII is desirable
• Acturis experience is essential
• Positive attitude & an ambitious mindset are encouraged

Benefits

• On-Site Gym & Wellness Space
• Management support for your career pathway including additional training & structured development
• Team off-site days each quarter
• Flexibility/understanding around family/lifestyle commitments