HNW Private Clients Insurance Account Handler - Cameron James : Job Details

Private Clients HNW Account Handler/ Executive - Croydon Surrey

Basic Salary to 45K DOE, Bonus, Pension and Benefits

Our client is a Highly respected Chartered Independent Broker who specialises in arranging Insurances for HNW Private clients across the UK and Abroad in addition to Commercial Insurances and Financial Services

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 to 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

Prioritise daily workload with the ability to meet tight deadlines

Deal with incoming emails, correspondence and telephone calls

Maintain a daily diary system

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

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