Ultra High Net Worth Account Handler

Posted 18 April by Day Webster
Easy Apply
£40,000 - £50,000 per annum
City of London , London
Permanent, full-time
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Posted by Day Webster
John Williams have partnered with a repeat client in their search for Ultra High Net Worth Account Handlers to join their team in London.

They have been established for over thirty five years, and are one of the leading independent insurance brokers in the UK looking after owners of fine town and country houses, fine art, jewellery and farms & estates

Responsibilities:
  • Proactively managing client requirements across their portfolio's including renewals, additional quotations, midterm adjustments and associated pieces
  • Ensure all client data is up to date and accurate on Acturis
  • Negotiating with underwriters and ensuring all documentation is correct prior to issuing
  • Working with colleagues on a collaborative basis to ensure all clients (including ones not in your portfolio) are provided with a high level of service.
  • Undertaking due diligence checks on potential customers
  • Assisting with credit control where required
  • Building strong working relationships with stakeholders (both internally and externally)
  • Assisting the directors with larger more complex cases as required
  • Achieve New Business / Retention targets.
Requirements:
  • Strong working knowledge of the Private Client Insurance landscape, which should include exposure to Fine Art, Listed / Heritage Properties, Farms and Estates and the associated Motor and Liability Policies
  • You'll have a rounded skill set that includes high level communication (both written and verbal), negotiation, administrative and IT skills coupled with working knowledge of MS Office products.
  • Exposure to Insurance broking platforms (Acturis) would be beneficial but not essential as full training will be provided.
  • You'll also need to have a good telephone manner with the ability to adapt to situations.

Reference: 52499201

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