Private Client Account Handler

Title: Private Client Account Handler
Location: Leicester/Birmingham
Salary: Negotiable

Overview:

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.

Berkeley Insurance Group's depth of experience enables the provision of independent advice and specialist expertise in various sectors. The objective being to provide unbiased and informed choices, fantastic customer service and market buying power that delivers the right insurance protection.

In this position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include High Net Worth with significant wealth and assets that need bespoke as well as standard covers. As a Handler you will manage an existing book of business assisting with new enquiries to expand the company client base.

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.

The day to day:

• 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.
• Give instructions to insurers.
• Ensure mid-term adjustments and declarations are processed and records updated.
• Handle the invoicing of all premiums due.
• 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.
• Be conversant with Company Procedures manual and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated.
• Be aware of market conditions and the strengths and weaknesses of competitors.
• Visits to customers where agreed with the Account Executive.
• Monitor trends, analyse results and prepare feedback to senior staff.
• Deal with any other client issues that may arise, referring to the appropriate person when the enquiry falls outside your own knowledge and experience.

What's on offer:

• Negotiable salary package & additional benefits
• 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:

• Requirement of at least 2+ years insurance broking experience.
• Confident in handling quotation enquiries, renewals and midterm adjustments for various HNW insurance policies
• Strong understanding of insurance markets, products, wordings and options
• Acturis insurance broking software knowledge is an advantage

Wider 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