Hnw Private Clients Account Handler

3 months ago

North West London, United Kingdom Cameron James Full time

**Private Clients HNW Insurance Broker - Location - Hendon Northwest London**
**Hybrid working available after probation.**

**Basic Salary c45k DOE,+ excellent benefits including incentive plan bonus, pension**

**Assistance In Insurance Exams and Qualifications**

An excellent opportunity has arisen to join our client, a highly successful, specialist, independent, Financial Advisors who are located in Hendon close to Hendon Central Underground

Our client is part of a National Network placing over 800m in GWP into the UK Insurance Market

***

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.

**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
- Our client uses the Acturis trading Platform

**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.

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

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