Private Client Account Manager

4 weeks ago


Birmingham, Birmingham, United Kingdom Lawes Consulting Group Full time
Private Clients Account Handler

Location: Birmingham

Full/Part Time: Full Time

Salary: £35,000 per annum

We are seeking a skilled Private Clients Account Handler to join our dynamic team. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs, placement of insurances, management of renewals, and resolution of client queries.

Key Responsibilities:

  • Servicing of client insurance programs
  • Verification of policy documentation for accuracy before issuance to the client
  • Effective management of all renewals in a timely manner
  • Obtaining quotations for new and renewal business
  • Preparation of market and client documentation
  • Resolution of client queries and changes in cover promptly and effectively
  • Providing management information as required

Requirements:

  • Understanding of relevant classes of business
  • Ability to identify opportunities for business development
  • Understanding of legal principles of insurance and risk management concepts
  • Experience in marketing and servicing the insurance needs of clients
  • Excellent verbal and written communication skills


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