HNW Private Clients Insurance Account Handler
2 weeks ago
Location:
London- Hybrid Working
Industry – Insurance, Broking, Private Clients, High Net Worth
Looking after an established book of clients with a variety of needs predominantly Ultra High Net Worth, Fine Art, Heritage Property and Farms & Estates, but also Residential & Commercial Property Owners, Commercial Combined, Agricultural, Private & Commercial Motor, Liabilities, Personal Accident & Travel, Terrorism, Engineering, Cyber, Directors & Officers and Trustee Liability.
Negotiate with underwriters and issue client renewals manually, including preparing a Risk Register &/or Summary of Cover where applicable, producing a renewal invitation letter and invoicing.
Attempt to resolve possible complaints, where possible, avoiding the need for escalation. Build relations with clients with a view to growing accounts by cross-selling.Identify risk exposures and advise on insurance and risk management solutions, particularly at the time of new business and renewals.
Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with company service standards.
Provide support to the Directors/Executives in the overall servicing of Client's policies, both in respect of new business and renewals.
Check policy documentation for accuracy prior to issue to the clients.Maintain required Continued Professional Development.
Competent use of Microsoft Office suite (Word, Excel etc)
Knowledge of Acturis (not essential, training provided)
Good telephone manner
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