Private Clients Account Handler

1 week ago


Witham, United Kingdom MW Appointments Full time

Summary Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients / HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances. Main Duties : Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel Handling new and existing clients Deal with new business, renewals and MTAs, ensuring they are corrected processed Prepare and issue insurance documentation Meeting with clients as and when needed Ensure customer details are recorded accurately and entered onto system in a timely fashion. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required Managing the issuance of clients certificates Deal with account queries Essential Skills Required : Previous experience within a similar Insurance role Strong knowledge of all types of HNW / Private Clients insurances Good IT skills Desirable : Good organisation skills Strong communication skills What you need to know : Permanent role Based in Witham, Essex Salary between £25,000 - £32,000 A great opportunity to join a growing organisation with lots of training and development opportunities. A very inclusive and fair opportunities employer #J-18808-Ljbffr



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