Job Information

Private Clients Accounts Handler

£23,000 - £25,000 Basic DOE + Bonus, Pension and other Benefits

Our client is a leading independent brokerage, established in 1972 who are one of the UK`s Top 75 Insurance Brokers, with offices in four locations and specialist divisions for Financial Services and Employee Benefits, Health & Safety and Employment Law. They are now looking for an experienced Private Clients Account Handler to join their head office in Guiseley.

The overall objective of the role will be to generate revenue and develop the profitability of the business whilst ensuring full FCA compliance and ensuring a quality service is provided to all clients in accordance with their needs and requirements.

The role will be handling in the main, household and motor renewals and new business enquiries, with some periphery policies for motor breakdown, gap, pet and travel.

Principal Responsibilities:

• Ensure that client policies and related contracts are efficiently and professionally managed.
• Provide support with the handling of clients.
• Provide an excellent level of customer service.
• Comply with company processes and procedures.
• Ensure that business is transacted efficiently.
• Develop and maintain excellent relationships with clients, colleagues and suppliers.
• Ensure documentation sent is accurate and complete.
• Ensure that client queries are handled swiftly and accurately.
• Assist clients with claims queries.
• Prepare quarterly review documentation, claims reviews and presentations.
• Assist with renewals and new business sales.
• Assist with sales opportunities to existing clients.
• Process mid-term alterations.
• Accompany colleagues on client meetings where necessary.

The successful candidate will:

• Have suitable experience gained in a similar Private Clients Account Handler role.
• Be able to communicate clearly and concisely.
• Solve problems using own judgement on areas within authority.
• Be willing to comply with internal and regulatory requirements.
• Have good organisation skills.

If you wish to apply for the position, please complete the link or email daniel.dalgetty@cameron-james.co.uk