Job Details

HNW Private clients Account Handler

Sector:General Insurance

Region : Greater London

Location: Kensington, London

Salary: To 45k DOE +Bonus and Benefits

Job Ref.: DAR 7626AA

Job Information

 Private Clients HNW Account Handler – Kensington, London

Basic Salary to 45 DOE, Bonus, Pension and Benefits

Our client is a Highly respected Independent Broker who specialises in arranging Insurances for HNW Private clients across the UK and Abroad

Our client has a large book of valuable private clients where their role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes). You will be servicing the existing book of Clients for renewals and MTA and also looking at any New Business enquiries

Key points of the role:

                     To service our clients 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 emails, correspondence and telephone calls

                     Maintain a daily diary system

 

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

If you wish to apply for this position, please complete the link and a consultant from Cameron James will be in contact with you