Job Information

The Broker is independent and has been trading for over 40 years and due to continued expansion they require an experienced Personal Lines / Private clients account handler  

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.

• 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