Role: HNW Account Handler
Location: North London
Salary: Up to £50,000

Overview

We are seeking a dedicated and knowledgeable Private Clients Account Handler to join our our client, a well known Insurance Broker. As an Account Handler, you will be responsible for providing exceptional customer service, managing client relationships, and ensuring that their insurance needs are met. This role requires a deep understanding of insurance products and regulations, as well as strong communication and problem-solving skills.

Responsibilities

• Build and maintain strong client relationships
• Assist clients with policy enquiries, changes, and renewals
• Analyse clients' risk profiles and identify coverage improvement opportunities
• Ensure compliance with industry regulations and contractual obligations
• Maintain accurate client documentation and deliver regular reports
• Identify opportunities for upselling and cross-selling insurance products
• Stay updated on insurance products and industry best practices
• Provide exceptional customer service and ensure client satisfaction
• Conduct quality checks on documentation and implement continuous improvement measures
• Undertake other duties as requested by the line manager

Qualifications

• Strong knowledge of insurance products and industry regulations
• Exceptional communication and interpersonal skills
• Attention to detail and accuracy in policy management
• Strong problem-solving and analytical abilities
• Proficiency in Acturis insurance software and Microsoft Office Suite
• Commitment to ethical business practices and compliance with industry standards

Day-to-day

In this role, you will collaborate closely with clients, underwriters, and other team members to deliver comprehensive insurance solutions and exceptional service. You will address client inquiries and concerns promptly and professionally, ensuring their satisfaction and retention through attentive service.

Benefits

• Competitive salary
• Professional development opportunities
• Collaborative team environment
• Health and wellness benefits
• Retirement savings plan