Senior Client Handler

A respected independent insurance broker with offices near Twickenham is currently looking for a Senior Client Handler (High Net Worth Insurance) to join them.

The position sits amongst the brokers Private Clients Team and support a large national portfolio of High Net Worth clients. On a day by day basis you will take control of administering policies liaising with clients and insurers to establish the best insurance solutions and provide support acting as a reliable and informed point of contact for clients.

The insurance intermediary you will be joining are an award winning forward thinking organisation with pedigree and an established market presence. The Private Clients team are experts in delivering quality insurance products and related advice for a variety of products covering home, motor, fine art & jewellery, yachts & motorboats, leisure & lifestyle and family office.

What will the role involve?

• Ensure a positive client experience through careful and tailored communication
• Manage renewals with accuracy & confidence
• Confidently handle policy adjustments, renewal invitations and placing policies
• Assist with new business - identifying cross-selling and up-selling opportunities
• Handle wide variety of daily policy enquiries
• Manage Insurer relationships
• Manage own book of business, ensuring insurance needs (however bespoke) are met

Suitable Candidate:

• Technically strong understanding of Personal Lines products in the High Net Worth Market
• Agile & intuitive thinking; an ability to make decisions quickly and confidently
• Organised, accurate and attention to detail
• Time and workload management skills
• Effective, confident & considerate communication and an ability to adapt your communication style accordingly
• Excellent level of written and verbal communication
• Able to demonstrate exceptional levels of integrity and discretion at all times
• Organisation, accuracy and attention to detail
• Passion, energy and a strong customer service ethos
• IT confidence and ideally, experience of using the Acturis broking system
• Educated to a minimum A Level standard, with GCSE / O Level passes in English Language and Maths
• Be Cert CII qualified or be prepared to start and commit to your Cert journey

Additional benefits and information:

• Rewarding role within a supportive working environment
• Competitive package - reflective of your experience and commitment
• Annual Profit Share Bonus
• Fully funded CII journey (including Membership, Study Materials, Exam Entry and paid study leave)

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