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Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.
Private Clients Dept – General Insurance Division
They are looking for an experienced HNW Relationship Manager to join their Private Clients team. Experienced in dealing with HNW individuals and their insurance requirements with experience in various types of General Insurance.
Based in their Dubai Office, you will engage with HNW clients and provide insurance solutions and support their financial advisers by utilising excellent and in-depth knowledge of the products we distribute and internal /external policies and procedures.
- Build a HNW Portfolio through your existing clients and connections
- Handle and resolve queries raised by financial advisers and HNW Clients
- Provide HNW Clients with insurance solutions that fit their corporates needs (from quotation to policy implementation)
- Service a portfolio HNW Clients (policy renewal, claims, endorsement, premium payment collection…)
- Interact on a regular basis with their insurance partners and our HNW Clients to ensure best service
- Maintain HNW Client and policy data securely and within their internal system
- Demonstrate a “can do” mindset and a professional attitude is mandatory
What we are looking for:
- Prior experience in a HNW servicing role in the insurance industry (Corporates Lines) with underwriting, policy implementation & claim management.
- Ideally 5 to 8 years’ experience
- Familiar with insurance providers operating within the local market, their products and processes, especially properties and casualty insurance
- Able to work as part of a team
- Excellent communication skills both verbal and written
- Be able to multi-task and prioritise workload
- Fluent in English, and any other European language is an asset
- Proficiency with Excel, Word and Outlook
- CII is a plus
Please note: This position would typically suit experienced and proven BDM or telemarketers, preferably from the financial services industry. Experience working in the international wealth management business is a plus. This position is NOT for someone from the accounting / auditing or financial management or any other profession. This is a client facing, sales and targets driven profession leading from the front. Please only apply if you have the required lead generation and BDM experience.