Private Clients Account Handler

2 weeks ago

London, Greater London, United Kingdom Lawes Insurance Recruitment Full time £35,000

Location: London- Hybrid Working
Salary: £35,000 per annum.

Industry – Insurance, Broking, Private Clients, High Net Worth

Purpose of the Role:

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.

Responsibilities of the Role:

To include the following:

  • 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.
  • Provide a high level of client service at all times whilst ensuring the customer is always treated fairly.
  • 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.
  • Build relations with key underwriters and other third party providers.
  • Prioritise and handle all work promptly and accurately with good diary management.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with company service standards.
  • Chase clients for payment and proactively manage aged debt.
  • Attend events as and when required, sometimes outside of normal working hours.
  • Offer assistance to colleagues when required.
  • Attend client meetings when necessary, to include agenda preparation and issue of minutes.
  • Provide support to the Directors/Executives in the overall servicing of Client's policies, both in respect of new business and renewals.
  • Obtain quotations both for new and renewal business.
  • Check policy documentation for accuracy prior to issue to the clients.
  • Maintain required Continued Professional Development.

Key Skills:

  • Competent use of Microsoft Office suite (Word, Excel etc)
  • Knowledge of Acturis (not essential, training provided)
  • Good telephone manner
  • Good desk/workload/diary management

For extra information please contact:

Browse

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