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    HNW Private Clients Insurance Account Handler - Leicester, United Kingdom - Brown & Brown

    Brown & Brown
    Brown & Brown Leicester, United Kingdom

    2 weeks ago

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    Description

    Title:
    Private Client Account Handler

    Berkeley Insurance Group (part of Brown & Brown Europe) are currently looking for an experienced Private Client Account Handler to join their professional and welcoming team based out of the Leicester or Birmingham office.

    Travel.

    Private Clients typically include High Net Worth with significant wealth and assets that need bespoke as well as standard covers.

    You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.

    The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access.

    The office team is a friendly, caring and welcoming group of knowledgeable individuals.
    Work closely with Account Executives and Directors to provide highest standard service to customers.

    Secure and arrange appropriate cover at renewal at a competitive premium, completing all relevant documentation/computer work and hand over to relevant Account Executive/Director (if an allocated case).

    Take instructions relating to the provision of insurance cover from clients and Account Executives when appropriate.
    Check all documentation (i.e. policies and endorsements) for accuracy prior to sending to client.
    Obtain quotations for any relevant new policies/renewals.
    Maintain effective credit control on allocated cases.
    Visits to customers where agreed with the Account Executive.
    Monitor trends, analyse results and prepare feedback to senior staff.
    Joint Pension contribution scheme
    Private Medical Scheme (available after 6 months)
    Permanent Health Insurance (available after 6 months)
    Flexi/hybrid (limited days) working available

    Your Experience:
    Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
    Acturis insurance broking software knowledge is an advantageWider about us:
    Berkeley Insurance Group are part of the Brown & Brown Team, Brown & Brown, Inc

    (NYSE:

    BRO) is a leading insurance brokerage firm, delivering risk management solutions to individuals and businesses since 1939.

    With 16,000+ teammates in approximately 500 locations worldwide, we are committed to providing innovative strategies to help protect what our customers value most.

    For more information or to find an office near you, please visit our website
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