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HNW Account Handler

Bell & Co Professional Recruitment Ltd
Posted 21 days ago, valid for 3 days
Location

Bradford, West Yorkshire BD7 3JG, England

Salary

£25,000 - £35,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Competitive
  • Experience: General experience within personal lines or HNW insurance is desired
  • Responsibilities include arrangement and management of HNW insurance policies, dealing with various insurance needs, and developing relationships with clients
  • Required skills include proven track record in administration or customer service roles, excellent communication skills, and attention to detail
  • Benefits include 29 days holiday, pension, annual bonus, free on-site parking, support for CII qualifications, hybrid working, and career progression opportunities

We have an excellent opportunity for someone to gain exposure to the HNW insurance space, whilst developing both personally and professionally within a leading chartered independent broker.

As a High Net Worth Account Handler, you will play a crucial role in building and nurturing relationships with prestigious clients, ensuring that their insurance needs are met with the utmost care and professionalism.

Responsibilities:

  • Arrangement, and ongoing management of HNW insurance policies to meet the needs of direct and connected clients
  • Dealing with new business, renewals, mid-term adjustments, general queries and premium financing arrangements
  • Developing and maintaining excellent working relationships with clients and delivering an exceptional level of customer service at all times
  • Dealing with home, motor, personal accident, travel, art, jewellery, antiques, yachts, holiday homes and prestigious vehicles
  • Actively look for cross-selling and up-selling opportunities and recommend appropriate products that might suit the customer

Required:

  • General experience within personal lines or HNW insurance is desired
  • A proven track record in administration or customer Service roles with excellent communication skills and a professional manner dealing with clients and suppliers.
  • You will be a team player with a positive, 'can-do', attitude and fantastic, essential attention to detail

In return there is a competitive salary, 29 days holiday, pension, annual bonus, free on-site parking, support for CII qualifications, hybrid working with 2 days from home and genuine career progression opportunities towards being an Account Executive.

Please do get in touch if you would like to discuss this opportunity further.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.