Private Clients Account Handler

Lawes Consulting Group
17 May 2017
16 Jun 2017
Contract Type
Full Time
Job Title - Private Clients Account Handler
Contract - Permanent
Salary - £20,000 - £30,000
Location - Farnborough
Industry - Insurance Broker (Private Clients, Personal Lines, Broker)

A great opportunity to work for an award winning insurance broker. You will be responsible for their own book of clients, with daily contact by telephone.


·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


·Candidates must have a minimum of 2 years 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 or email me at

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

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.