Role Purpose
We are actively looking for an Account Handler to join our growing Private Clients team. This is a great office-based opportunity to join a highly successful team and develop your experience and career within High-net-worth insurance. You will be responsible for building relationships with an existing book of clients and working closely with wider team to achieve objectives.
Key Accountabilities
* Working with existing clients and supporting their needs and building relationships.
* Attending meetings, taking notes, speaking to insurers, working through renewal presentations and renewals terms etc.
* Updating and maintaining collection specifications.
* Identifying and exploring opportunities for existing clients to drive the best possible outcome for parties. Eg. A private client may also require a commercial policy.
* Expand your insurance knowledge and become Cert CII qualified.
* Advise on products and solutions - thinking about client needs and referring identified opportunities.
Skills & Experience
1. You will have experience developing and building long lasting relationships with Private or HNW Clients.
2. You must have a passion for excellent customer service.
3. You are able to work closely with colleagues to support on larger accounts from start to finish.
4. You are be t...