Private Client Account Handler/Executive
2 months ago
Title: Private Client Account Handler/Executive
Location: Leicester/Birmingham
Salary: Negotiable + benefits
Overview:
Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a 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)
- Flexi/hybrid (limited days) working available
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
17 hours ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/Executive Location: Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office. The objective being to provide unbiased and informed choices,...
-
Private Client Account Handler/Executive
2 months ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...
-
Private Client Account Handler/Executive
17 hours ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/Executive Location: Leicester/Birmingham Salary: Negotiable + benefits Overview: Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office. ...
-
Private Client Account Handler/Executive
14 hours ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...
-
Private Client Account Handler/Executive
4 hours ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...
-
Private Client Account Handler/Executive
2 months ago
Leicester, UK, Leicestershire, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/ExecutiveLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler/Executive to join a professional and welcoming team based out of the Leicester or Birmingham office.Berkeley...
-
Commercial Account Handler
3 months ago
Leicester, United Kingdom CKB Recruitment Full timeDo you have at least 1-2 years commercial broking experience? If so we want to hear from you! Our client is a well-known local broker in Leicester, who are part of a larger group. They are looking for a new Commercial Account Handler to add to the team to ensure their clients always get the best advice possible. Their growth and retention rates are fuelled...
-
Commercial Account Handler
3 months ago
Leicester, United Kingdom CKB Recruitment Ltd Full timeDo you have at least 1-2 years commercial broking experience? If so we want to hear from you!Our client is a well-known local broker in Leicester, who are part of a larger group. They are looking for 2 new Commercial Account Handlers to add to the team to ensure their clients always get the best advice possible.Their growth and retention rates are fuelled by...
-
Commercial Account Handler
3 months ago
Leicester, United Kingdom CKB Recruitment Ltd Full timeDo you have at least 1-2 years commercial broking experience? If so we want to hear from you! Our client is a well-known local broker in Leicester, who are part of a larger group. They are looking for 2 new Commercial Account Handlers to add to the team to ensure their clients always get the best advice possible. Their growth and retention rates are...
-
HNW Account Handler Remote
2 months ago
Leicester, United Kingdom Cavendish Maine Full timeA highly regarded independent Commercial Broker are currently looking to add a High Net Worth / Private Clients Account Handler to their established team. They seek driven and motivated professionals with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The High Net Worth Account Handler will be...
-
Commercial Insurance Account Handler
3 months ago
Leicester, United Kingdom Cavendish Maine Full time €40,000A highly regarded independent Commercial Broker are currently looking to add home based (remote) Commercial Account Handlers to both their new business and their Renewals teams. They seek driven and motivated professionals with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler...
-
Account Handler
2 months ago
Leicester, United Kingdom Ardonagh Advisory Full timeInsurance Account Handler - Leicester - ARD1019604 #AIB Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as an Insurance Account Handler within our friendly team based in Leicester. Joining us as an Insurance Account Handler means you'll...
-
Account Handler
2 months ago
Leicester, United Kingdom Cream HR Full timeAre you looking for a fresh new challenge with an outstanding team of people? If so, we have the perfect opportunity for you! Lots of businesses say that they’re a great place to work, and some are. Few offer the freedom and opportunity that we do. We are Tassell Design, a long established, creative design agency driven by imagination and originality....
-
Commercial Insurance Account Handler
2 months ago
Leicester, United Kingdom CKB Recruitment Full timeDo you have at least 1-2 years commercial broking experience? If so we want to hear from you! Our client is a well-known local broker in Leicester, who are part of a larger group. They are looking for 2 new Commercial Account Handlers to add to the team to ensure their clients always get the best advice possible. Their growth and retention rates are...
-
Commercial Account Handler
3 months ago
Leicester, United Kingdom NFP Europe Full timeWe are recruiting for a **Commercial Account Handler** to take responsibility for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance. As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role:...
-
Account Handler
2 months ago
Leicester, United Kingdom Cream HR Full timeLots of businesses say that they’re a great place to work, and of course many are, including us! Tassell Design has been a great place to work for over 25 years. This means we’re pretty experienced at creating an environment where people can genuinely enjoy the freedom to do what they do best, every day. We are a long established, successful, creative...
-
Commercial Account Handler
3 weeks ago
Leicester, United Kingdom Cavendish Maine Full timeA highly regarded independent Commercial Broker are currently looking to add home based (remote) Commercial Account Handlers to both their new business and their Renewals teams. They seek driven and motivated professionals with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler...
-
Commercial Account Handler
2 months ago
Leicester, United Kingdom Cavendish Maine Full timeA highly regarded independent Commercial Broker are currently looking to add home based (remote) Commercial Account Handlers to both their new business and their Renewals teams. They seek driven and motivated professionals with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler...
-
Commercial Account Handler
2 months ago
Leicester, United Kingdom Elite Staffing Solutions Full timeOur client is a successful and renowned insurance broker with a hunger for development. They deal with all types of general insurance and are passionate about providing a professional service with a personal touch. They are going through an exciting time of development making this a superb time to join. In terms of their staff, they require experienced and...
-
Senior/corporate Account Handler
3 months ago
Leicester, United Kingdom Cameron James Full time**Senior Commercial/ Corporate Insurance Account Handler** **Location - Leicester** **Salary - up to 50k basic (DOE) - bonus, Pension, Medical cover, Life Insurance** Our client is at the forefront of **Commercial and Corporate Insurance broking** with an office structure allowing National coverage providing the highest level of client service. With a...
