HNW Private Clients Insurance Account Handler

7 days ago

London, United Kingdom Cameron James Full time

Private Clients HNW Insurance Broker - Location - South West London

Basic Salary c40k DOE,+ excellent benefits

An excellent opportunity has arisen to join our client, a highly successful, specialist, independent Broker who are located in South West London within close proximity of the Underground and overground Network for ease of commute

Our client has a large book of valuable private clients where the role is the placement and servicing of personal insurances for High-Net-Worth individuals or other Private clients (or schemes) connected to Financial Services business.

Our client will consider applications from candidates who are looking to move into HNW Insurance from a General Handling position of Household Insurance or an Experience Private Clients Handler

The role:

  • To service a 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 clients 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 telephone calls
  • Maintain a daily diary system

Teamwork

  • 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

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 but not essential

An appropriate level of technical expertise is required, along with a desire to continually improve skills and experience within a challenging environment.

If you wish to apply for this position or for a confidential discussion regarding the role please complete the link and David Helliwell from Cameron James Professional recruitment will be in contact with you

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