Hnw Private Clients Account Handler - North West London, United Kingdom - Cameron James

Cameron James

Verified Company

North West London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Private Clients HNW Insurance Broker - Location - Hendon Northwest London

Hybrid working available after probation.

Basic Salary c45k DOE,+ excellent benefits including incentive plan bonus, pension

Assistance In Insurance Exams and Qualifications
An excellent opportunity has arisen to join our client, a highly successful, specialist, independent, Financial Advisors who are located in Hendon close to Hendon Central Underground

Our client is part of a National Network placing over 800m in GWP into the UK Insurance Market

***Our client has a large book of valuable private clients where the role is the placement and servicing of personal insurances for High-Net-Worth individuals or other Private clients (or schemes) connected to Financial Services business.

The role:

To service a portfolio of clients from initial enquiry through to policy issue, with ongoing support
To provide technical expertise and advice as required
To maintain and improve our clients high levels of business retention
Our client uses the Acturis trading Platform

Key responsibilities

Client Care

Provide a professional, friendly, helpful and informative service
Provide prompt response to client requests and queries

Work Management

Prioritise daily workload with the ability to meet tight deadlines
Deal with incoming telephone calls
Maintain a daily diary system

Teamwork

To play a constructive role within the Private Clients team
To adopt a flexible working relationship with Account Executives
To be able to work independently acting on your own initiative

Person Specification
The successful applicant will need demonstrable experience of Personal Lines insurance with either a Broker or Insurance Company. Specific experience in High Net Worth, preferably Household and Motor, would be highly advantageous.

An appropriate level of technical expertise is required, along with a desire to continually improve skills and experience within a challenging environment.