Job Information

New Insurance Private Clients Handlers – Warrington c up to 30k 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 the business. These high value clients are serviced from a dedicated Private Clients Team.

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 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



Risk Management



To be proactive in preventing Errors and Omissions situations



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