Private Client Handler

Posted Today by Resource Management

Private Client Handler

Location: Chelmsford

Contract type: Permanent

Salary: Up to £25k (dependant on skills and experience) + Excellent company benefits

  • Are you an experienced Account Handler?
  • Do you have experience working within Insurance/Brokers?
  • Have you a good understanding of HNW (High net worth) insurance products

The Role:

We have a fantastic permanent opportunity for a Private Client Handler to join their established team based in Chelmsford

The purpose of the role is to assist the Private Client Executive in their management of their portfolio of clients, maximising retention and income from existing client base and development of new business opportunities to deliver growth

The Candidate:

  • Must have experience working as an Account Handler within Insurance/ Brokers
  • Experience of dealing with High net worth clients - Desirable
  • Acturis experience - Preferred
  • Self-Motivated individual
  • Excellent communication skills
  • Good organisational skills to ensure that company processes and procedures are put in place
  • Achieving results
  • Communicating effectively, influencing and relationship building
  • To be able to forward plan effectively
  • Team Working
  • Customer Service experience
  • Problem solving

Key Responsibilities:

  • Liaise with Client Executive to ensure that all Client instructions and requirements provided by the Private Client Executive are handled promptly and accurately.
  • To attend client visits with Client Executive as and when required in accordance with agreed contact plan with clients.
  • To forward risk presentations and/or fact finds prepared by Client Executives to Insurers and negotiate premiums and follow up any further information required.
  • Review insurer placements to ensure that best advice is offered at all times
  • Efficient/prompt handling of all matters - day-to-day enquiries, renewals, mid-term adjustments and new enquiries as clients point of contact in the office
  • Assist in maintaining and increasing profit from existing client bank as evidence by retention rates and commission

How to apply

To be considered for this role, please click 'apply' or for more information please contact

Required skills

  • sales
  • insurance
  • Account Executive
  • financial services
  • Account Handler
  • Commercial Account Handler
  • brokers
  • high net worth
  • brokering
  • Personal Line

Reference: 34321543

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