Private Client Account Handler/Executive
2 weeks ago
Job Description Title: Private Client Account Handler/Executive
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, 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. 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.
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., 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.
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.
Visits to customers where agreed with the Account Executive.
Joint Pension contribution scheme
Private Medical Scheme (available after 6 months)
Permanent Health Insurance (available after 6 months)
Flexi/hybrid (limited days) working available
Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
Acturis insurance broking software knowledge is an advantage
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Private Client Account Handler/Executive
2 weeks 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...
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Private Client Account Handler/Executive
2 weeks ago
Leicester, United Kingdom Brown & Brown Europe Full timeTitle: Private Client Account Handler/ExecutiveApplying for this role is straight forward Scroll down and click on Apply to be considered for this position.Location: Leicester/BirminghamSalary: Negotiable + benefitsOverview:Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account...
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Private Client Account Handler/Executive
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Leicester, United Kingdom Brown & Brown Europe Full timeJob Description 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...
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Private Client Account Handler/Executive
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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...
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