Dedicated Client Relations Specialist
1 week ago
Job Title: Private Client Account Handler/Executive
Location: Leicester/Birmingham
Salary: Negotiable + benefits
Overview:
Berkeley Insurance Group, part of Brown & Brown Europe, is seeking a skilled Private Client Account Handler/Executive to join its professional team in Leicester or Birmingham. The ideal candidate will have a strong background in insurance broking and the ability to provide exceptional customer service.
The company's depth of experience enables the provision of independent advice and specialist expertise in various sectors, providing unbiased and informed choices, great customer service, and market buying power that delivers the right insurance protection.
As a Handler/Executive, you will manage an existing book of business, dealing with new enquiries to expand the company client base. You will work closely with Account Executives and Directors to provide the highest standard of service to customers, securing and arranging appropriate cover at renewal at a competitive premium.
The Role:
- Service designated clients of Berkeley Insurance Group UK Ltd, ensuring they are retained, and the company's income is maintained/developed.
- Work closely with Account Executives and Directors to provide the highest standard of service to customers.
- Secure and arrange appropriate cover at renewal at a competitive premium.
- Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
- Give instructions to insurers.
- Ensure mid-term adjustments and declarations are processed and records updated.
- Handle the invoicing of all premiums due.
- Check all documentation for accuracy prior to sending to clients.
- 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.
- Be aware of market conditions and the strengths and weaknesses of competitors.
What's on Offer:
- Negotiable salary package & additional benefits
- Joint Pension contribution scheme
- Private Medical Scheme (available after 6 months)
- Permanent Health Insurance (available after 6 months)
Requirements:
- At least 2+ years insurance broking experience.
- Confident in handling quotation enquiries, renewals, and midterm adjustments for various HNW insurance policies.
- Strong understanding of insurance markets, products, wordings, and options.
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