Private Clients Account Handler
  £25000.00 - £32000 per annum
  Witham, Essex
  permanent,full-time


Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients/ HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.



Main Duties:

* Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel
* Handling new and existing clients
* Deal with new business, renewals and MTAs, ensuring they are corrected processed
* Prepare and issue insurance documentation
* Meeting with clients as and when needed

* Ensure customer details are recorded accurately and entered onto system in a timely fashion.
* Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
* Managing the issuance of clients certificates
* Deal with account queries



Essential Skills Required:

* Previous experience within a similar Insurance role
* Strong knowledge of all types of HNW/ Private Clients insurances
* Good IT skills



Desirable:

* Good organisation skills
* Strong communication skills



What you need to know:

* Permanent role
* Based in Witham, Essex
* Salary between £25,000 - £32,000
* A great opportunity to join a growing organisation with lots of training and development opportunities.
* A very inclusive and fair opportunities employer



REF: 9681



Interested? Please apply today and we will contact you by return.



MW Appointments has been recruiting in the Insurance market since 1992, so you will benefit from partnering with a market leader who possess in-depth technical understanding, comprehensive market in-sight, excellent market intelligence and well-established relationships with companies across the insurance sector.

MW Appointments is acting as an Employment Agency in relation to this vacancy.


Advertiser: Agency

Reference: JO0000009681

Posted on: 2024-06-14 15:27:29

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Private Clients Account Handler
  £25000.00 - £32000 per annum
  Witham, Essex
  permanent,full-time


Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients/ HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.



Main Duties:

* Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel
* Handling new and existing clients
* Deal with new business, renewals and MTAs, ensuring they are corrected processed
* Prepare and issue insurance documentation
* Meeting with clients as and when needed

* Ensure customer details are recorded accurately and entered onto system in a timely fashion.
* Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
* Managing the issuance of clients certificates
* Deal with account queries



Essential Skills Required:

* Previous experience within a similar Insurance role
* Strong knowledge of all types of HNW/ Private Clients insurances
* Good IT skills



Desirable:

* Good organisation skills
* Strong communication skills



What you need to know:

* Permanent role
* Based in Witham, Essex
* Salary between £25,000 - £32,000
* A great opportunity to join a growing organisation with lots of training and development opportunities.
* A very inclusive and fair opportunities employer



REF: 9681



Interested? Please apply today and we will contact you by return.



MW Appointments has been recruiting in the Insurance market since 1992, so you will benefit from partnering with a market leader who possess in-depth technical understanding, comprehensive market in-sight, excellent market intelligence and well-established relationships with companies across the insurance sector.

MW Appointments is acting as an Employment Agency in relation to this vacancy.


Advertiser: Agency

Reference: JO0000009681

Posted on: 2024-06-14 15:27:29

I want to receive the latest job alerts for:

Insurance jobs in Witham, Essex

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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