Hnw Private Clients Insurance Account Handler

2 days ago


Reading, United Kingdom Cameron James Full time

**Private Clients HNW Account Handler - Reading, Berkshire**

**Basic Salary to 40k DOE, Bonus, Pension and Benefits**

Our client is a Highly respected Independent Broker who specialises in arranging Insurances for HNW Private clients across the UK and Abroad

Our client has a large book of valuable private clients where their role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes). You will be servicing the existing book of Clients for renewalsand MTA and also looking at any New Business enquiries

**Key points of the role**:
To service to our clients existing 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 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

Prioritise daily workload with the ability to meet tight deadlines

Maintain a daily diary system

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

To be proactive in preventing Errors and Omissions situations

**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. Applications from individuals with CII qualifications, or those working towards this recognition,will be particularly welcome.



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