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Date Added: Wed 15/05/2024

Private Clients Account Handler

Witham, UK
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Company: MW APPOINTMENTS

Job Type: Permanent, FullTime

Salary: £25,000 - £32,000 per annum

Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients/ HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.

Main Duties:

  • Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel
  • Handling new and existing clients
  • Deal with new business, renewals and MTAs, ensuring they are corrected processed
  • Prepare and issue insurance documentation
  • Meeting with clients as and when needed
  • Ensure customer details are recorded accurately and entered onto system in a timely fashion.
  • Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
  • Managing the issuance of clients certificates
  • Deal with account queries

Essential Skills Required:

  • Previous experience within a similar Insurance role
  • Strong knowledge of all types of HNW/ Private Clients insurances
  • Good IT skills

Desirable:

  • Good organisation skills
  • Strong communication skills

What you need to know:

  • Permanent role
  • Based in Witham, Essex
  • Salary between £25,000 - £32,000
  • A great opportunity to join a growing organisation with lots of training and development opportunities.
  • A very inclusive and fair opportunities employer

REF: 9681

Interested? Please apply today and we will contact you by return.

MW Appointments has been recruiting in the Insurance market since 1992, so you will benefit from partnering with a market leader who possess in-depth technical understanding, comprehensive market in-sight, excellent market intelligence and well-established relationships with companies across the insurance sector.

MW Appointments is acting as an Employment Agency in relation to this vacancy.

Apply Now