HNW Personal Lines Account Handler
3 days ago
This is a client facing role to service and handle existing and new insurance policies for clients.& prospective clients. Policy types to be handled include (but not limited to) High Net Worth & private home (Contents & Buildings), Pet, Holiday Home & Personal Accident.
Key Duties and Responsibilities:
- Speaking with clients, taking them through our sales process.
- Researching and providing new quotations,
- Proactively speaking with former clients and previous enquires to offer quotations at next renewal,
- Managing the renewal book of existing clients
- Ensuring timely renewal of polices and processing the renewal.
- Collecting payment and arranging payment where required under finance schemes.
- Running and Maintaining a well managed diary system.
- Any other duties as requested by your Line Manager in accordance with the nature of this position.
Experience require in
- Suite of Microsoft office Products
- Understanding of the principals of insurance broking
- The Data Protection Act
- FCA Protocols
- GDPR
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