Job Information

New Insurance Private Clients Handlers : North East London : c up to 35k DOE + Pension and other flexible benefits
Our client has a large book of valuable private clients where our role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes) connected to Corporate business. These high value clients are serviced from a dedicated Private Clients Team.
The 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 our 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

Complete filing daily
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. Applications from individuals with CII qualifications, or those working towards this recognition, will be particularly welcome.