Insurance Manager

SUMMARY:
If you’re an insurance-savvy relationship builder who believes that high-net-worth clients deserve more than a generic policy, this Insurance Manager opportunity could be your next career move. Join a high-performance environment where service excellence, precision, and a touch of charm aren’t just nice-to-haves, they’re how business gets done.

POSITION INFO:
Our client operates within the insurance environment, focusing on bespoke solutions for high-net-worth individuals. This Insurance Manager role sits within a specialised wealth insurance team and plays a critical part in sourcing, advising, and managing a portfolio of affluent clients.

You will take ownership of building and maintaining strong client relationships, ensuring that their insurance needs are not only met, but anticipated. From structuring tailored cover to managing claims and renewals, you’ll be the trusted advisor who makes complexity feel effortless.

This is an opportunity to work in a dynamic, client-centric environment where your ability to combine technical insurance knowledge with exceptional relationship management directly impacts client retention and portfolio growth.

If you thrive in face-to-face environments, enjoy working with discerning clients, and can confidently say “I’ve got this covered”, this role offers both a challenge and rewards.

Key Responsibilities:

• Source and secure new high-net-worth insurance clients
• Conduct detailed needs analyses to identify gaps in existing cover
• Structure and present tailored insurance solutions aligned to clients' needs
• Manage the full policy lifecycle, including onboarding, servicing, renewals, and claims
• Maintain strong, ongoing relationships through personalised engagement
• Monitor client portfolios, including renewals, claims experience, and policy performance
• Ensure that all documentation, compliance, and regulatory requirements are met
• Collaborate with internal teams to deliver seamless service
• Drive portfolio growth while maintaining profitability and client satisfaction

• Minimum 5 years’ experience in short-term insurance (personal lines essential)
• Proven experience working with high-net-worth clients
• FAIS compliant (RE, credits, and Fit & Proper requirements)
• Strong understanding of insurance products, policy structures, and underwriting principles
• Experience in both sales and servicing environments
• Excellent negotiation, advisory, and client engagement skills
• Ability to work independently and manage a portfolio end-to-end
• Strong administrative and organisational skills

• Business acumen
• Relationship building & networking
• Client/stakeholder commitment
• Persuasion and influence
• Drive for results
• Attention to detail
• Resilience and self-motivation
• Professional presence (you’ll be the face of the business)

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