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COVID-19 response from CMA Recruitment Group

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Private Clients Account Handler

Job details

  • Reference
  • MG31281
  • Location
  • Fareham, Hampshire
  • Salary
  • £22000 - £30000 per annum + Benefits
  • Job Type
  • Permanent
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A respected and growing specialist high net worth insurance broker near to Fareham is currently looking for an Account Handler to join them.

This broker specialises in providing insurance programmes for the domestic and commercial requirements of private clients. The position will require you to create and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact and preparation of presentations and completing administration documents plus maintaining manual and IT-based office systems.

What will the role involve?

  • Proactive generation of new business appointments and sales to realise individual new business targets and self-monitoring individual sales activity to ensure all avenues are maximised
  • Ensure that customer service levels are implemented and maintained to a high level ensuring that team results show at least 90% of clients are satisfied with the level of service provided
  • Ensure that full presentations are sent out to market and are actively managed to ensure the best premium and level of cover are obtained for the needs of the clients
  • Provide general accounting functions for clients are completed in a timely manner to include accurate record keeping, ensuring credit control processes are adhered to and back office readings are completed and filed daily
  • Maintain an up to date knowledge of client's industries, businesses and risks whilst also developing and improving appropriate knowledge of the insurance market.

Suitable Candidate:

  • Must have High Net Worth insurance broking experience, will consider personal lines household insurance
  • Proven track record in customer service and handling new business, renewals and mid-term adjustments
  • Cert CII or higher is highly desirable

Additional Information:

  • Working part of a small team this position will work closely with the HNW Account Executive.
  • Career progression towards Account Executive is available

Please note that although CMA are actively reviewing applications for this role, given the current situation the client recruitment process may take longer than usual.

CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and doesn't discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. If you haven't heard from us within 5 working days please assume that you have not been successful.



Mark Wilbur

Mark Wilbur

Senior Consultant

Southampton office

023 8063 8046