Private Clients Account Handler
Private Clients Account Handler -West End London
Salary is negotiable to c£25,000 + excellent benefits including bonus and hybrid final salary pension
About the Company:
A respected name in the UK insurance market for 60 years specialising in bespoke insurance solutions for property owners, property developers and private clients.
About the Role:
The position combines client facing account management, placing broker and claims coordination.
·Providing excellent service to an existing portfolio of customers
·Assisting with the production of profitable new business
·Ensure that new and existing private clients and their advisors receive excellent insurance advice, service and cover
·Advising on setting sums insured, scope of cover, etc
·Taking instructions from clients and arranging/confirming suitable cover.
·Handling of clients' insurance policies (i.e. preparing policy renewals, mid-term endorsements and invoices using the Open GI broker management system)
·Advising clients following claims incidents and processing their claims (i.e. issuing claims forms, instructing loss adjusters and/or insurers as necessary and writing appropriate confirmations)
·Developing new sources of business, and by encouraging further business from existing customers:
·Identifying cross selling opportunities from existing client base.
Key Experience / Skills:
·Experience of dealing with personal insurances, predominantly 'high net worth' household.
·Excellent written and verbal communication, interpersonal and customer interface skills - ability to establish rapport, credibility and trust with clients and prospects;
·Competent with Microsoft and broker software applications
·Ability to work within delegated authority guidelines.