[19691] - Client Executive (Senior Account Handler) Private Clients – High Net Worth Insurance

Client Executive (Senior Account Handler) Private Clients – High Net Worth Insurance

Based in Kingston upon Thames area. Salary: c £35,000 per annum

Hours Monday -Friday 8.45am-5pm- hybrid working pattern following probation period.

Person Specification:

• A technically strong understanding of Personal Lines products in the High Net Worth Market
• Agile and intuitive thinking; an ability to make decisions quickly and confidently
• Effective organisation, accuracy and attention to detail
• Solid workload management skills
• Effective, confident & considerate communication and an ability to adapt your communication style accordingly
• Excellent level of written and verbal communication
• Able to demonstrate exceptional levels of integrity and discretion at all times
• Organisation, accuracy and attention to detail
• Passion, energy and a strong customer service ethos
• IT confidence and ideally, experience of using the Acturis broking system
• Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths
• Be Cert CII qualified or be prepared to start and commit to your Cert journey

Key responsibilities:

The Private Clients Team are experts in their field, delivering high quality insurance products (including Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals.

Responsibilities will include:

• To provide a positive client experience through careful and tailored communication
• Manage renewals with accuracy and confidence
• Confidently deal with policy adjustments, renewal invitations and placing policies
• Assist with new business and identify cross-selling and up-selling opportunities
• Handle day-to-day enquiries
• Manage Insurer relationships
• Manage own book of business, ensuring insurance needs (however bespoke) are met
• To seek and maximise opportunities and develop own client base