Private Clients Insurance Specialist

3 weeks ago


Witham, Essex, United Kingdom MW Appointments Full time

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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