Private Client Account Handler/Executive

3 weeks ago

Birmingham, United Kingdom Brown & Brown Europe Full time

Title: Private Client Account Handler/Executive

Location: Leicester/Birmingham

Salary: Negotiable + benefits

Overview:


At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.


Berkeley Insurance Group’s depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.


In this position you will primarily be involved with offering and renewing contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As a Handler/Executive you will manage an existing book of business dealing with new enquiries to expand the company client base.


The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.


The day to day:

  • Service designated clients of Berkeley Insurance Group UK Ltd, ensuring that they are retained, and the Company’s income is maintained/ developed, including client visits., passing files/ instructions to appropriate staff.
  • Work closely with Account Executives and Directors to provide highest standard service to customers.
  • Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case).
  • Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
  • Give instructions to insurers.
  • Ensure mid-term adjustments and declarations are processed and records updated.
  • Handle the invoicing of all premiums due.
  • Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
  • Obtain quotations for any relevant new policies/renewals.
  • Maintain effective credit control on allocated cases.
  • Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
  • Be aware of market conditions and the strengths and weaknesses of competitors.
  • Visits to customers where agreed with the Account Executive.
  • Monitor trends, analyse results and prepare feedback to senior staff.
  • Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.


What’s on offer:

  • Negotiable salary package & additional benefits
  • Joint Pension contribution scheme
  • Private Medical Scheme (available after 6 months)
  • Permanent Health Insurance (available after 6 months)
  • Hybrid


Your Experience:

  • Requirement of at least 2+ years insurance broking experience.
  • Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
  • Strong understanding of insurance markets, products, wordings and options
  • Acturis insurance broking software knowledge is an advantage

  • Private Client Account Handler/Executive

    2 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Handler/Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Private Client Account Handler/Executive

    3 weeks ago

    Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Handler/Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...

  • Senior Account Handler

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Senior Corporate Account Handler Location: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Senior Corporate Account Handler to join our professional and welcoming team based out of the Leicester or Birmingham office. In this role you will be responsible for handling commercial & mid corporate...

  • Private Client Account Executive

    2 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Senior Account Handler

    2 weeks ago

    Birmingham, United Kingdom CV-Library Full time

    Senior Account Handler Birmingham £40,000-£50,000 The Client: The client is a well-established Commercial/Corporate Broker who are looking to further their team and bring on an experienced Senior Account Handler. The client deals with a broad range of insurance covering a range of industries. From this wide level of service, they have become...

  • Corporate Account Handler

    2 months ago

    Birmingham, United Kingdom CV-Library Full time

    Corporate Account Handler Birmingham £30,000-£45,000 The Client The client is a leading insurance broker who are recognised for the level of individual service provided to their clients. Specialising in risk management and insurance solutions for corporate, commercial and personal insurance. Being well established in the area they have...

  • Private Client Account Executive

    2 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description Title: Private Client Account Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham...

  • Private Client Account Executive

    1 day ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    4 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    4 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Private Client Account Executive

    4 days ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Commercial Account Handler

    4 weeks ago

    Birmingham, United Kingdom Cavendish Maine Full time

    A highly regarded national broker are currently looking to add an experienced Commercial Account Handler to their established team in Birmingham. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of Commercial clients The Account Handler will provide support...

  • Private Client Account Executive

    1 day ago

    Birmingham, UK, West Midlands, United Kingdom Brown & Brown Europe Full time

    Title: Private Client Account ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Private Client Account Executive to join the professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Senior Corporate Account Handler

    1 day ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    ?Title: Senior Corporate Account Handler Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Senior Corporate Account Handler to join our professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Senior Corporate Account Handler

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    ​Title: Senior Corporate Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefitsOverview:At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Senior Corporate Account Handler to join our professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance...

  • Senior Commercial Account Handler

    4 weeks ago

    Birmingham, United Kingdom CV-Library Full time

    SENIOR COMMERCIAL ACCOUNT HANDLER BIRMINGHAM SALARY to £45,000 PLUS HYBRID WORKING THE OPPORTUNITY: One of Birmingham's most respected brokers is now looking to expand after recent growth and has a position for a Commercial Account Handler to join them. When you start as a Commercial Account Handler you will provide support to the Account...

  • Senior Commercial Account Handler

    9 hours ago

    Birmingham, United Kingdom Get-Recruited (UK) Ltd Full time

    SENIOR COMMERCIAL ACCOUNT HANDLER BIRMINGHAM SALARY to £45,000 PLUS HYBRID WORKING THE OPPORTUNITY: One of Birmingham's most respected brokers is now looking to expand after recent growth and has a position for a Commercial Account Handler to join them. When you start as a Commercial Account Handler you will provide support to the Account...

  • Senior Corporate Account Handler

    4 weeks ago

    Birmingham, United Kingdom Brown & Brown Europe Full time

    Job Description ​Title: Senior Corporate Account Handler Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: At Berkeley Insurance Group (part of Brown & Brown Europe) we are currently looking for an experienced Senior Corporate Account Handler to join our professional and welcoming team based out of the Leicester or Birmingham...