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Private Clients Account Handler

Posted 4 January by MW Appointments Ended

Private Clients Account Handler

A wonderful opportunity to join a successful, independent broker based very close to East Croydon Station, who specialise in commercial and private clients insurance.

You will become an integral member of a small team of 3 private client handlers, responsible for a book of motor, household and private medical cover. The personal lines business is very closely linked to new and existing clients on the commercial lines side of the business.

Approximately 30% of the business is Mid & HNW, so any experience handling larger and more complex risks would be ideal, but is not essential.

You will work closely with new and existing clients for renewals, adjustments and new quotes and provide exceptional customer service, building long term relationships and loyalty.

There are great opportunities for those who are new business focused and also enjoy cross sales, add ons and up selling, with generous, uncapped monthly bonuses. As service and customer support are the driving principles of the company there are also bonuses for positive customer feedback.

Knowledge of using ACTURIS would be preferred, but is not essential.

This role will suit an ambitious and resourceful individual with experience in a private clients broking environment. As customer service is a vital component to success in the role, candidates must be able to show an affinity for building rapport and developing relationships with clients.

Basic salary Range : £23,000 to £30,000 depending on knowledge and skills.
Bonus Target : Between £200 and £800 per month

REF: 5933

MW Appointments is acting as an Employment Agency in relation to this vacancy.

Required skills

  • Personal lines broker

Reference: 34136840

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