- Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel
- Handling new and existing clients
- Deal with new business, renewals and MTAs, ensuring they are corrected processed
- Prepare and issue insurance documentation
- Meeting with clients as and when needed
- Ensure customer details are recorded accurately and entered onto system in a timely fashion.
- Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
- Managing the issuance of clients certificates
- Deal with account queries
- Previous experience within a similar Insurance role
- Strong knowledge of all types of HNW / Private Clients insurances
- Good IT skills
- Good organisation skills
- Strong communication skills
- Permanent role
- Based in Witham, Essex
- Salary between £25,000 - £32,000
- A great opportunity to join a growing organisation with lots of training and development opportunities.
- A very inclusive and fair opportunities employer
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Private Clients Account Handler - Witham - MW Appointments
Description
Summary
Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients / HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.
Main Duties :
Essential Skills Required :
Desirable :
What you need to know :
#J-18808-Ljbffr
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Account Handler
Only for registered members Essex, England
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Account Handler
Only for registered members Chelmsford
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Account Handler
Only for registered members Chelmsford, England
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Account Handler
Only for registered members Chelmsford
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Account Handler
Full time Only for registered members Chelmsford
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Account Handler
Only for registered members Chelmsford, England
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Senior Account Handler
Only for registered members Chelmsford
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Senior Account Handler
Only for registered members Chelmsford
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Senior Account Handler
Only for registered members Chelmsford, England
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Account Handler
Only for registered members Colchester
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Account Handler
Only for registered members Brentwood
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Senior Account Handler
Employment Specialist- Chelmsford
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Account Handler
Only for registered members Bury St Edmunds
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Account Handler
Only for registered members Brentwood
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Account Handler
Only for registered members Colchester
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Account Handler
Only for registered members Colchester
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Account Handler
Only for registered members Ipswich
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Account Handler
Only for registered members Haverhill
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Account Handler
Only for registered members Southend-on-Sea
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Account Handler
Full time Only for registered members Ipswich
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Account Handler
Only for registered members Colchester