Insurance Client Handler (HNW Private Clients)
Location: Twickenham (hybrid working after successful probationary period - 6 Months)
Salary: DOE + great benefit package
Hours: Mon - Fri 8.45 - 5pm
Do you want to work for a highly reputable and respected brokerage that can offer exciting career growth for an experienced Personal Lines Insurance professional to join my clients Private Clients team delivering bespoke insurance solutions to a large client base of High New Worth individuals, based out of their modern offices in Twickenham.
You will already have a strong understanding of personal lines products and have a natural ability to build strong business relationships.
Responsibilities:
- Delivering bespoke insurance solutions including, Home, Motor, Fine Art & jewellery, yachts, Motorboats, and Leisure & Lifestyle.
- Manage client renewals.
- Deal with policy adjustments, renewal invitations and placing policies.
- Assist with the new business and identify cross selling and upselling opportunities.
- Handle the day-to-day enquiries by phone, email, and correspondence.
- Manage insurer relationships effectively.
- Manage your own portfolio of business, ensuring insurance needs are met.
The right candidate will have the following skills and experience to apply:
- Proven experience within personal lines and ideally have dealt with HNW clients.
- Strong technical knowledge of personal lines products.
- Excellent organisation and communication skills.
- Confident, personable and with great customer service skills.
- Good IT skills and knowledge of Acturis would be beneficial.
- Ideally CII qualified or happy to take the CII qualifications.
This is a great opportunity to join an expanding organisation that offers great training, a friendly and supportive working environment, and the ability to progress your career. To be considered for this role please send your CV ASAP!