Job Details
HNW Private clients Account Handler
Sector:General Insurance
Region : North East England
Location: South Farnham
Salary: to 35k DOE & Benefits
Job Ref.: DAR 1317
Job Information
Insurance Private Clients Executive – South FarnhamSalary up to 35k DOE + Pension and other flexible benefits
Our client has over 30 years of Experience of Servicing Corporate clients and HNW Private clients and now has an opportunity for a candidate to join them is serving and handling a book of HNW Business.
If you have 3 – 5 years’ experience in Personal lines and High Net worth and are looking for the next step in your career this is the position for you.
Key role:
- To service our existing portfolio of clients from initial enquiry through to policy issue, with ongoing support
- To provide technical expertise and advice as required
- To maintain and improve the high levels of business retention
Key responsibilities
· Client Care
· Provide a professional, friendly, helpful and informative service
· Provide prompt response to client requests and queries
· Work Management
· Prioritise daily workload with the ability to meet tight deadlines
· Deal with incoming telephone calls
· Maintain a daily diary system
· Have previous Experience of using Acturis
· Team Work
· To play a constructive role within the Private Clients team
· To adopt a flexible working relationship with Account Executives
· To be able to work independently acting on your own initiative
Person Specification
The successful applicant will need demonstrable experience of Personal Lines insurance with either a Broker or Insurance Company. Specific experience in High Net Worth, preferably Household and Motor, would be highly advantageous.
An appropriate level of technical expertise is required, along with a desire to continually improve skills and experience within a challenging environment.
If you want to apply for this position, please complete the link and David Helliwell from Cameron James will be in contact with you