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SENIOR PRIVATE CLIENT ACCOUNT HANDLER

Charterhouse Recruitment Services
Posted a month ago, valid for 6 days
Location

York, North Yorkshire YO60, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Life Insurance

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 position of Senior Private Client Account Handler is available at a leading insurance company in central York, offering a competitive salary of up to £35,000 based on experience.
  • This full-time role includes hybrid working options, medical coverage, and 25 days of holiday with the opportunity to purchase an additional five days.
  • Key responsibilities include managing a client portfolio, building relationships, negotiating terms, and ensuring client data security.
  • Candidates should have experience in exceptional customer service and client management, along with the ability to adapt to new systems and suggest process improvements.
  • While a degree is preferred, it is not mandatory for experienced insurance professionals, and a CII qualification is beneficial but not essential.

SENIOR PRIVATE CLIENT ACCOUNT HANDLER

A great opportunity to join a leading, successful, award-winning insurance company in central York. Offering amazing benefits, excellent starting salary and room to progress your career.

WHAT YOU WILL WANT TO KNOW

  • Up to £35,000 depending on experience
  • Full-time hours
  • Hybrid working
  • Medical coverage
  • 25 days holiday with opportunity to buy 5 extra days holiday.
  • Sharesave scheme
  • Pension, critical illness cover, life assurance

A SNAPSHOT OF THE CUSTOMER SERVICE ADVISORS DAY

  • Responsibility for the retention of your client portfolio
  • Building and enhancing both external and internal relationships
  • Building relationships and facilitating and converting unprompted enquiries
  • Negotiating mid-term and renewal terms
  • Growing the team’s existing business income through retention
  • Ensuring client data security and privacy is maintained at all times

Does this sound like a good fit for you? Please read on for the essential skills our client is hoping you will be able to showcase:

  • Experience of exceptional customer service and client management
  • Able to effectively service customers using expert product knowledge
  • Adapts well to change and picks up new systems quickly
  • Suggests ways of improving existing work processes
  • Demonstrable drive and energy to move self and business forward
  • Preferably degree qualified, although this is not a pre-requisite for an experienced insurance professional
  • Not essential but beneficial - CII qualification or progression towards qualification

Apply now in a few quick clicks

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.