HNW Account Handler

£18k - £27k pa
05 Oct 2017
06 Nov 2017
Contract Type
Full Time
Job Title - High Net Account Handler
Contract - Permanent
Salary - £18,000 - £27,000
Location - Hertfordshire
Industry - Insurance Broker (Insurance, Broker, Broking)


A great opportunity to work for an award winning, nationally recognised insurance broker. You will be responsible for their own book of clients, with daily contact by telephone.The practice cover a wide variety of insurance solutions, including; estates and historic houses, family office, luxury car, prestige homes, jewellery and other valuables, bloodstock and equestrian, yachts and aircraft.


· Preparing and processing scheme renewals
· Contacting clients to obtain up to date risk information and discuss renewal terms
· Issuing mid-term adjustments
· Issuing renewal, new business, renewal confirmation and adjustment letters
· Remarketing policies when necessary
· Managing debts
· Managing Sector and Outlook diaries
· Prioritizing and managing own workload
· Identifying potential clients that need a visit
· Assisting Account Executives with preparing for and writing up their client meetings
· Ensuring renewals are sent out within the required timescales
· Understanding and meeting service standards
· Using e-learning to complete compulsory courses and any additional courses set by your manager
· Attending in-house training courses
· Attending insurer training courses
· Cross selling of other products


· Annual bonus (dependent on company performance) Contributory Pension scheme
· Life assurance
· Critical illness insurance
· Income Protection insurance (PHI)


· Candidates must have a minimum of 1 year of broking experience
· Cert Cii preferred or at least willing to study for the qualification
· Candidates must also have experience of managing their own workload and meeting service standards

If you have the relevant experience or know someone that does please contact us now on [Phone number removed] or email me at [Email address removed]

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website [URL removed]

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.