Insurance Specialist

6 days ago


Witham, Essex, United Kingdom MW Appointments Full time

Job Summary

We are seeking an Insurance Specialist to join our Private Clients team in Witham, Essex. The successful candidate will be responsible for handling a mixed portfolio of Private Clients insurances, including Household, Motor, Art, and Travel risks.

Main Responsibilities

  • Dealing with HNW risks, including Household, Motor, Art, and Travel
  • Handling new and existing clients
  • Processing new business, renewals, and MTAs
  • Preparing and issuing insurance documentation
  • Meeting with clients as needed
  • Ensuring customer details are recorded accurately and entered onto the system in a timely fashion
  • Confirming cover with relevant insurers and processing policies
  • Managing the issuance of client certificates
  • Dealing with account queries

Requirements

  • Previous experience within a similar Insurance role
  • Strong knowledge of all types of HNW/ Private Clients insurances
  • Good IT skills

About the Role

This is a permanent role based in Witham, Essex, with a salary between £25,000 - £32,000. We offer a great opportunity to join a growing organisation with lots of training and development opportunities.


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