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Private Clients Insurance Account Handler

CKB Recruitment
Posted a day ago, valid for 23 days
Location

Reading, Berkshire RG8 6DS, England

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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  • A local insurance broking firm near Reading is seeking a Mid-High Net Worth Account Handler with experience in Mid-High Net Worth private clients insurance or personal lines backgrounds.
  • The position involves managing a book of clients, providing quotations, placing risks on cover, and maintaining high customer service standards.
  • Candidates should have previous HNW insurance experience or a solid background in standard personal lines, along with good IT skills and an excellent phone manner.
  • The salary offered ranges from £30,000 to £40,000, depending on experience, with the lower end for those transitioning from personal lines and the higher end for those with existing HNW broking experience.
  • The company also provides a pension plan and operates Monday to Friday from 9 am to 5 pm, with no Saturday work required.

Do you have personal lines, or Mid to High net worth insurance broking experience? Do you want to work for a growing Broker, where you put your customer at the heart of everything you do, and get the rewards for doing so? Then this could be the perfect career move for you! 

We are currently working with a local insurance broking firm, who are part of a growing group who have an opportunity for someone with Mid-High Net Worth private clients insurance experience or someone with personal lines who wants to move into this area to join them in their office based in the near Reading as a Mid-High Net Worth Account Handler.

You will be responsible for looking after a book of Mid to High Net worth clients providing quotations, placing risks on cover, administering mid-term adjustments and helping to develop the business by maintaining excellent customer service standards. 

They focus on quality over quantity here too, so you will regularly be handling around 20-25 renewals a month, dealing with premiums ranging from £600-£10,000, focusing on providing a first class broking service to your clients, whilst also identifying any cross sell opportunities with the Commercial team  here. 

As above to be successful in this role you will need to have previous HNW Insurance experience gained in a broking role, or at the very least have a good background in standard personal lines. You will be a great team player with good IT skills and an excellent phone manner. Acturis experience would also be a real bonus!

In line with this company’s core values, you must also be credible, professional, proactive and compliant, with a genuine desire to look after the best interests of your customers.

Salary on offer is £30-40k depending on experience with the lower end of the salary bracket for those with Personal Lines backgrounds and the top end being achievable if you are already working within the Mid to High net worth broking space.

They also offer a company pension.

Office hours are Monday to Friday 9am-5pm (No Saturdays!) 

If you wish to discuss this role in more detail, please contact Kieran at CKB Recruitment

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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.