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York, North Yorkshire
SENIOR PRIVATE CLIENT ACCOUNT HANDLER

SENIOR PRIVATE CLIENT ACCOUNT HANDLER

Charterhouse Recruitment Services

Posted a month ago, valid for 6 days

York, North Yorkshire YO60, England

£24,000 - £28,800 per annum

Full Time

Life Insurance

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Sonic Summary

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

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