Private Clients Insurance Specialist
3 weeks ago
MW Appointments is seeking a skilled Private Clients Account Handler to join our expanding team in Witham, Essex. As a key member of our Private Clients/HNW team, you will be responsible for handling a diverse portfolio of private clients' insurances.
Key Responsibilities:
* Managing a portfolio of high net worth (HNW) insurance risks, including household, motor, art, and travel insurance
* Providing exceptional customer service to new and existing clients
* Processing new business, renewals, and mid-term adjustments (MTAs) with accuracy and efficiency
* Issuing insurance documentation and certificates
* Meeting with clients to discuss their insurance needs and provide tailored solutions
* Ensuring accurate and timely recording of customer details and system updates
* Confirming cover with insurers, processing policies, and chasing outstanding documentation as needed
* Managing the issuance of client certificates and dealing with account queries
Essential Skills:
* Previous experience in a similar insurance role
* Strong knowledge of HNW and private clients' insurances
* Good IT skills and proficiency in relevant software
Desirable:
* Strong organizational and communication skills
What We Offer:
* A permanent role with a competitive salary between £25,000 - £32,000
* A great opportunity to join a growing organization with plenty of training and development opportunities
* A supportive and inclusive work environment with a focus on employee well-being
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