Personal Lines Account Handler high net worth

Cameron James ,
High Wycombe, Buckinghamshire
More Details
Job Type: Full-time
Salary: £24,000 per annum

Overview

Private Clients Handler - High Wycombe Salary up to 32k DOE Pension and other flexible benefits Our client has a large book of valuable private clients where our role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes) connected to the business. These high value clients are serviced from a dedicated Private Clients Team. Key to the role: To service our existing portfolio of clients from initial enquiry through to policy issue, with ongoing support To provide technical expertise and advice as required To maintain and improve our high levels of business retention Key responsibilities · Client Care Provide a professional, friendly, helpful and informative service Provide prompt response to client requests and queries Work Management Prioritise daily workload with the ability to meet tight deadlines Deal with incoming telephone calls Maintain a daily diary system Complete filing daily Team Work To play a constructive role within the Private Clients team To adopt a flexible working relationship with Account Executives To be able to work independently acting on your own initiative · Risk Management To be proactive in preventing Errors and Omissions situations Person Specification The successful applicant will need demonstrable experience of Personal Lines insurance with either a Broker or Insurance Company. Specific experience in High Net Worth, preferably Household and Motor, would be highly advantageous. An appropriate level of technical expertise is required, along with a desire to continually improve skills and experience within a challenging environment. If you wish to apply for this position, please complete the link and David Helliwell from Cameron James will be in contact with you

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