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Private clients account handler

Sale
Stride Resource Management Ltd
Client account handler
Posted: 11 July
Offer description

Office near Manchester



Your role:

As a High Net Worth / Private Clients Account Handler, you will take the next step forward in your insurance career within an exceptional brokerage, by making best use of your High Net Worth / Private Clients insurance experience.



This role will suit an individual with Personal Lines or High Net Worth / Private Clients insurance experience.


What you'll be doing:

* Manage a portfolio of High Net Worth / Private Clients, ensuring their insurance needs are met
* Process policy changes, endorsements, and renewals accurately and efficiently
* Through building rapport and relationships, determine appropriate coverage for clients
* Negotiate with insurance underwriters to obtain the best terms for clients
* Stay up to date with industry trends and changes



We're looking for:

* Experience of working with Personal Lines, High New Worth and/or Private Clients products is essential
* Cert CII qualified is desirable, but not essential
* Experience of using Acturis is desirable



Benefits:

* Monthly bonus scheme for handling new business enquiries and a separate bonus scheme for handling renewals
* Hybrid working
* Investment in professional development and support in achieving further qualifications (should you wish to do so!)
* Pension scheme


For more information, contact:

Tom Wolverson

07966087813

Tom.Wolverson@strideresource.com

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