Private Client Account Handler

3 weeks ago

Leicester, United Kingdom Brown & Brown (Europe) Full time

Title: Private Client Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefits Overview:

Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler to join their 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 in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include High Net Worth with significant wealth and assets that need bespoke as well as standard covers. As a Handler you will manage an existing book of business assisting with new enquiries to expand the company client base.

You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.

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:

  • 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
#J-18808-Ljbffr

  • Private Client Account Handler

    3 weeks ago

    Leicester, United Kingdom Brown & Brown Full time

    Title: Private Client Account HandlerLocation: Leicester/BirminghamSalary: Negotiable + benefitsOverview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler to join their professional and welcoming team based out of the Leicester or Birmingham office.Berkeley Insurance Group's depth...

  • Private Client Account Handler

    1 week ago

    Leicester, United Kingdom Brown & Brown Full time

    Title: Private Client Account Handler 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 to join their professional and welcoming team based out of the Leicester or Birmingham office. Berkeley Insurance...

  • Commercial Accounts Handler

    4 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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. Mid Term Adjustments, Broking, Renewals, Cross sales, Claims, Queries Premium financing arrangements Sales support including account broking ...

  • Account Handler Commercial Insurance

    2 weeks ago

    Leicester, United Kingdom Employal Full time

    Account Handler £Monday Friday 9am 5pm My client is a global insurance provider who have dominated the insurance market for decades. Due to exponential growth, they are looking to recruit an Account Handler on a full-time permanent basis.

  • Commercial Account Handler

    3 weeks ago

    Leicester, United Kingdom CKB Recruitment Ltd Full time

    Do 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 weeks ago

    Leicester, United Kingdom CKB Recruitment Ltd Full time

    Do 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...

  • Account Handler Commercial Insurance

    4 weeks ago

    Leicester, United Kingdom Allied Healthcare Full time

    Account Handler £Monday – Friday 9am – 5pm My client is a global insurance provider who have dominated the insurance market for decades. Due to exponential growth, they are looking to recruit an Account Handler on a full-time permanent basis. Producing and chasing quotes whilst supporting external Account Handler with quotations. Resolving...

  • Junior Commercial Account Handler

    2 weeks ago

    Leicester, United Kingdom Eileen Richards Recruitment Full time

    Commercial Insurance Account Handler Are you experienced insurance professional seeking an exciting new opportunity? * Do you want to work for ambitious and growing business who offer a fantastic working environment and progression opportunities? ER Recruitment are excited to be partnering with our client, a passionate and growing broker network who are...

  • Personal Lines Account Handler

    5 days ago

    Leicester, United Kingdom Insure Recruitment Full time

    You’re already an established account handler specialising in personal lines. With your exceptional people skills, you will be looking to develop your career by joining a well-established and successful insurance business based in the heart of Leicester. The company specialises in a broad range of personal lines, general insurance, and financial services...

  • Personal Lines Account Handler

    7 days ago

    Leicester, United Kingdom Nixon Allen Ltd Full time

    Account Handler required to join the personal lines team of a highly respected insurance broker due to growth. In the role of Account Handler you will look after your own client bank, and get involved in quoting for personal lines insurance products including Motor, Home and Travel Insurance policies. Other personal lines products may include Holiday Homes,...

  • Commercial Account Handler

    4 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    4 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    3 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    4 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    3 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    1 week ago

    Leicester, United Kingdom NFP, an Aon company (Europe) Full time

    Job DescriptionWe 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...

  • Commercial Account Handler

    3 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    4 weeks ago

    Leicester, United Kingdom NFP Europe Full time

    We 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: Mid...

  • Commercial Account Handler

    2 weeks ago

    Leicester, United Kingdom IPS Group Full time

    My Client, a well-established broker based in central Leicester area is seeking an experienced Commercial Account Handler to service a growing book of business.An extensive knowledge and expertise of commercial insurance is crucial within the role. You will have a professional manner, strong verbal, written and organisational skills and the ability to take...

  • Insurance Claims Handler

    4 weeks ago

    Leicester, United Kingdom VIBE RECRUIT LIMITED Full time

    Vibe Recruit are on the lookout for a talented insurance claims handler with at least 1 years experience for a large UK based insurance company. As a Claims Handler you will be part of a team working alongside Directors, Account Executives and other Handlers who are all fully engaged with the clients they handle. You will be handling a cross section of...