Private Clients Account Handler

23 hours ago

Farnborough, Hampshire, United Kingdom Allen Insurance Insurance Recruitment Full time £30,000 - £60,000 per year


Role Summary:

Administration of clients' insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales. Provision of high level professional advice to new clients/prospects.

Experience & Key Responsibilities required:

  • Must have a minimum of 2 years' experience in providing specialist advice and New Business development in the insurance market.
  • Must be qualified to a minimum of Cert CII or look to gain the qualification within 18 months of joining.
  • Assist in achieving new business targets.
  • Undertake market exercise to establish most competitive terms available.
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant templates.
  • Actively cross-sell products from other Divisions.

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