Client Handler - Twickenham, United Kingdom - Allen Insurance Recruitment Ltd
Description
Our 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.
Key Responsibilities include:
- 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 crossselling and upselling opportunities
- Handle daytoday enquiries
- Manage Insurer relationships
- Manage own book of business, ensuring insurance needs (however bespoke) are met
It's also important that you have the confidence to seek and maximise opportunities with existing relationships and emerging wealth, as you'll be developing and growing your own book of business.
Skills & Experience Required:
- A technically strong understanding of Personal Lines products.
- 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
Desirable Skills & Experience to have:
- 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
Salary:
£30,000.00-£40,000.00 per year
Benefits:
- Company pension
- Health & wellbeing programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Application question(s):
- Do you have recent experience working within an Insurance Company or Brokerage?
Experience:
- HNW Insurance: 2 years (required)
Work Location:
Hybrid remote in Twickenham
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