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Summary
Our client, a Lloyds Broker, is looking for a Client Handler to join the expanding Private Clients / HNW team in the Witham, Essex office. The role involves managing a mixed portfolio of Private Clients insurances.
Main Duties:
1. Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel.
2. Handling new and existing clients.
3. Managing new business, renewals, and MTAs, ensuring they are processed correctly.
4. Preparing and issuing insurance documentation.
5. Meeting with clients as needed.
6. Ensuring customer details are recorded accurately and entered into the system promptly.
7. Confirming cover with insurers, processing policies, and following up on outstanding documentation.
8. Managing the issuance of client certificates.
9. Dealing with account queries.
Essential Skills Required:
1. Previous experience in a similar insurance role.
2. Strong knowledge of HNW/private client insurances.
3. Good IT skills.
Desirable:
1. Good organisational skills.
2. Strong communication skills.
What you need to know:
1. Permanent role.
2. Based in Witham, Essex.
3. Salary between £25,000 - £32,000.
4. An excellent opportunity to join a growing organisation with training and development opportunities.
5. An inclusive and fair employer.
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