Our client is seeking a motivated professional to provide an efficient, professional insurance support service as part of their Family Office offering. This role is ideal for an individual who is able to leverage both existing and newly acquired insurance experience within a private wealth management environment. The individual must effectively manage their workload while ensuring quality and timely service delivery, maintaining client confidentiality and discretion at all times. This position offers a fantastic opportunity to join a well-established and dynamic family office team, servicing a prestigious global client base. The incumbent will engage in meaningful cross-border collaboration with teams and clients across multiple jurisdictions, providing both strategic impact and international exposure.
Job Duties:
- Work within the Insurance Services team to develop the insurance services business and offering
- Obtain quotes for new business and manage insurance renewals, which includes liaising with brokers, reviewing renewal contracts, advising relationship managers, and effecting renewal
- Involvement in day-to-day operations of the Insurance Services team to maximise client service and profitability while minimising risk
- Complete proposal forms
- Liaise with brokers, loss adjusters, tenants, and property managers to provide a claims handling service
- Monitor and update the database with all amendments to insurance policies
- Prepare periodic reports for internal stakeholders
- Collate due diligence on entities/clients
- Assist in client meeting preparations
- Prepare letters or other forms of communication to brokers, insurers, etc.
- Identify business development opportunities
- Undertake any other ad-hoc duties that may be required
Job Requirements:
- Educated to A-level standard or equivalent as a minimum, with a Diploma or Degree in Business, Finance, or Insurance-related fields preferred
- A minimum of 5 years’ post qualification experience
- Experience in a business that operates in the offshore and onshore financial services industry
- A high level of understanding and expertise in the insurance world, particularly related to assets held personally and within structures
- Advanced Microsoft Excel and Word skills
- Good numeracy skills with strong commercial awareness
- Administration experience accumulated within a similar high net worth environment
What You’ll Love:
This role offers the chance to contribute to maintaining and enhancing the reputation of the jurisdiction. You will work in a collaborative environment with opportunities to develop your skills in insurance services, client relationship management, and strategic advisory. The organisation values professional growth and offers ample opportunities for training and career development.
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