Private Client Account Manager

1 month 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

Overview:

We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. 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. You will also be involved in preparing market and client documentation, managing global insurance programs, and providing management information as required.

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
  • Provision of management information as required

Qualifications:

  • 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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