Private Clients Account Handler (New Business)
About the job Private Clients Account Handler (New Business)
Role Summary:
Administration of clients’ insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales. Provision of high level professional advice to new clients/prospects.
Experience & Key Responsibilities required:
* Must have a minimum of 2 years’ experience in providing specialist advice and New Business development in the insurance market.
* Must be qualified to a minimum of Cert CII or look to gain the qualification within 18 months of joining.
* Assist in achieving new business targets.
* Undertake market exercise to establish most competitive terms available.
* Prioritise and handle all work promptly and accurately.
* Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
* Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
* Produce accurate and professional documentation at all times using relevant templates.
* Actively cross-sell products from other Divisions.
#J-18808-Ljbffr