Job Information

An opportunity has arisen to join a leading insurance broker as a Private Clients Account Handler at their branch in Harrogate.

A leading regional insurance broker that covers all commercial and personal lines products. They have an excellent reputation in the market and also provide sound training and development opportunities.

Key Duties;

• You will primarily deal with personal lines/private clients products including motor and household insurance
• You provide a full sales, marketing and advice service to existing and new clients.
• You will work with the commercial team to generate business
• Identify potential sales from all new business enquiries.
• Analyse existing client base and make suitable timely recommendations.
• To complete supporting documentation in a compliant and accurate manner.
• To meet the targets set by the Branch Director.
• To maintain own professional competence by attending training sessions

General Requirements;

• You will have experience working within an insurance broker
• You will have experience dealing with different personal lines insurance products including Motor and Household insurance
• Good communication, numerical & analytical skills required
• You should be able to work with minimal supervision and work well within a team environment.
• You will be computer literate.