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[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
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