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Are you an experienced High Net Worth Account Handler with experience in dealing with High Value Home and Motor experience in either a broking or underwriting capacity? Do you have strong knowledge of insurance products within the High Net Worth/Private Clients sector? If so, our client are on the hunt for a Private Clients Account Handler to join their growing team!
About our client:
Our client is an independent, award winning, international insurance broker, providing innovative insurance solutions and risk management advice to their valued clients.
Our client offer protection, guidance and support to a wide range of businesses and private individuals. Their clients range from fledgling startups and SMEs, through to multinationals and high profile individuals with valuable assets and possessions that need safeguarding.
Your Private Clients Account Handler Role:
As an Account Handler, you play a critical role in supporting Private Clients and ensuring their insurance needs are met. This position requires exceptional customer service skills, attention to detail, and a deep understanding of insurance products and regulations. You will collaborate closely with clients, underwriters, and other team members to deliver comprehensive insurance solutions and exceptional service. Duties involved:
- Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.
- Understand clients' insurance needs and provide tailored advice and solution
- Assist clients with policyenquiries, changes, and renewals.
- Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
- Collaborate with underwriters to negotiate and secure the best coverage terms for clients.
- Analyseclients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
- Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.
- Ensure clients' insurance policies comply with industry regulations and contractual obligations.
- Keep clients informed about changes in regulations and their implications
- Maintain accurate and organisedelectronicclient files and documentation.
- Prepare and deliver regular reports to clients on their insurance portfolios.
- Identify opportunities for upselling and cross-selling insurance products.
- Collaborate withcolleaguesto support business growth.
- Stay updated on insurance products, coverage options, and industry best practices.
- Participate in ongoing training and professional development.
- Provide exceptional customer service to clients, addressingenquiries and concerns promptly and professionally.
- Ensure client satisfaction and retention through attentive service.
- Conduct peer quality checks on documentation and files, as required by the business to minimize errors and ensure accuracy.
- Implement continuous improvement measures to enhance efficiency.
Our Ideal Private Clients Account Handler:
- Strong knowledge of insurance products, underwriting principles, and industry regulations, within the Private Clients/High Net Worth sector.
- Exceptional communication and interpersonal skills.
- Attention to detail and accuracy in policy management and documentation.
- Strong problem-solving and analytical abilities.
- Ability to work effectively in a team and collaborate with various stakeholders.
- Proficiency inActurisinsurance software and Microsoft Office Suite.
- A commitment to ethical business practices and compliance with industry standards.
Salary: Up to £40k depending on experience
This is an Office based at our clients offices in Finchley, London, N3
Hours : Monday to Friday 9am to 5.30pm
