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High net worth account handler

Fareham
Property Wealth Insurance Brokers
Net worth account handler
Posted: 10h ago
Offer description

Overview

We are looking for a High Net Worth Account Handler to join our expanding team in Fareham. This is a full-time hybrid role, with three days in the office and two days working remotely.


Role Responsibilities

* Assist and support an Account Executive with day-to-day client management
* Manage the insurance needs of high net worth clients
* Handle policy renewals and mid-term adjustments
* Provide exceptional customer service and support to maintain long-term client relationships
* Ensure accuracy and attention to detail in all client and policy documentation


Desired Skills & Attributes

* Strong communication and interpersonal skills
* Ability to build and maintain positive client and colleague relationships
* Strong organisational skills and attention to detail
* IT literate with the ability to quickly learn new systems
* A proactive thinker who can find solutions outside of the box
* Previous insurance experience is desirable but not essential – full training will be provided
* Industry qualifications will be fully funded
* Competitive salary (dependent on experience)
* Excellent career progression opportunities within a growing business


Role Details

* Seniority level: Entry level
* Employment type: Full-time
* Job function: Other, Information Technology, and Management
* Industries: Insurance

For more information or to apply, please contact the job poster.

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