Overview
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.
Responsibilities
* 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
* You will have experience developing and building long lasting relationships with Private or HNW Clients.
* You must have a passion for excellent customer service.
* You are able to work closely with colleagues to support on larger accounts from start to finish.
* You are be tenacious and have a business curiosity.
* You are willing to learn, as every day will be different.
* You are consultative, have the ability to question effectively and will be an active listener.
Rewards
* Excellent training and development schemes with accelerated career progression.
* Company funded CII professional qualification.
* Enhanced maternity & paternity policies.
* Cycle to work loan scheme available to all employees.
* Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
* Access to hundreds of highstreet retailer discounts through our reward and recognition platform
* Employee Assistance Programme (EAP) to support employees outside of work
* The above details just a handful of the benefits available to our employees, more details will be made available through the recruitment process
Seniority level
* Entry level
Employment type
* Full-time
Industries
* Insurance
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