Sophie Johnson-Fyles

Private Client Manager (Hnw) @David Roberts & Partners Insurance Brokers Ltd

Southport, GB

Managing a portfolio of high net worth private clients, delivering exceptional customer service and building strong relationships. Working closely with clients to understand their unique insurance requirements, assess risks, and recommend tailored coverage options. Efficiently handling policy administration tasks, including quotes, renewals, endorsements, and documentation, while maintaining accurate records. Staying up to date with industry trends, regulations, and changes in insurance policies, providing expert advice and guidance to clients. Cross-Selling and Business Development: Identifying opportunities to offer additional insurance products or services to existing clients and collaborate with the sales team to expand our client base. Ensuring adherence to legal and regulatory requirements, proactively mitigating risks, and maintaining compliance with industry standards. Working closely underwriters, and colleagues including, claims handlers, and account executives, to provide seamless support and share knowledge.

Chartered Insurance Institute

Certificate in Insurance Level 3, Insurance

Liverpool John Moores University

Master's degree, Criminal Justice, Distinction

University of Central Lancashire

Bachelor's degree, Sociology, First Class