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Private Client Account Manager

Lawes Consulting Group
Posted 2 days ago, valid for a month
Location

Birmingham, West Midlands B27 6QS, England

Salary

£35,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Private Clients Account Handler located in Birmingham, offering a full-time position with a salary of £35,000 per annum.
  • The role requires candidates to have a background in Personal Lines insurance and involves managing client insurance programs and renewals.
  • Key responsibilities include servicing client insurance programs, preparing documentation, and resolving client queries effectively.
  • Candidates should possess excellent communication skills and a solid understanding of insurance and risk management concepts.
  • Experience in marketing and servicing the insurance needs of clients is essential for this position.

Job Title: Private Clients Account Handler

Location: Birmingham

Full/Part Time: Full Time

Salary: £35,000 per annum

OVERVIEW: 

We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs, placement of insurances, management of renewals, and resolution of client queries. You will also be involved in preparing market and client documentation, managing global insurance programs, and providing management information as required.

RESPONSIBILITIES: 

  • Servicing of client insurance programs
  • Check policy documentation for accuracy before issuance to the client
  • Manage all renewals effectively and in a timely manner
  • Obtain quotations for new and renewal business
  • Prepare market and client documentation
  • Resolve client queries and changes in cover promptly and effectively
  • Provide management information as required

QUALIFICATIONS: 

  • Understanding of relevant classes of business
  • Ability to identify opportunities for business development
  • Understanding of legal principles of insurance and risk management concepts
  • Experience in marketing and servicing the insurance needs of clients
  • Excellent verbal and written communication skills

If you have the relevant experience or know someone that does please contact me now on 07458 162 853 or email us at

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.