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Private Clients Account Handler

Private Clients Account Handler

Service Care Solutions - Legal

Posted 11 hours ago, valid for a day

London, Greater London EC1R 0WX

£35,000 - £40,000 per annum

Full Time

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Sonic Summary

The Private Client Account Handler position is based in London and offers a permanent contract with a salary range of £35,000 to £40,000 per annum.
The role requires experience working with High Net-Worth Individuals in an insurance environment, either in brokerage or underwriting.
Key responsibilities include building client relationships, providing tailored insurance advice, and ensuring accurate policy documentation.
Candidates should possess exceptional communication skills, attention to detail, and proficiency in Acturis Insurance software and Microsoft Office Suite.
The start date for the role is flexible, and a referral bonus of £250 is available for successful candidate placements.

Private Client Account Handler Location: LondonContract: Permanent Rate: £35,000 to £40,000 per annum Start Date: Flexible Contact: .ukJob DescriptionService Care Solutions are currently recruiting on behalf of an established Insurance Agency in London for a Private Client Account Holder to join the team on a temporary basis. The Account Handler will be responsible for supporting High Net-Worth Individuals with their Insurance needs covering mainly high-value home and motor insurance. Main Responsibilities

Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.
Understand clients' insurance needs and provide tailored advice and solutions.
Assist clients with policy enquiries, changes, and renewals.
Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
Analyse clients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.

CandidateCriteria

Experience of working with High Net-Worth Individuals within an Insurance environment either with Brokerage or Underwriting
Attention to detail and accuracy in policy management and documentation
Exceptional communication and interpersonal skills with the ability to work well on own initiative as well as part of a team
Proficiency in Acturis Insurance software and Microsoft Office Suite.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

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