Private Client Account Handler

JR United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established insurance agency in London seeks a Private Client Account Holder to support High Net-Worth Individuals with their insurance needs. This role involves building strong client relationships, providing tailored advice, and ensuring accurate policy documentation. The ideal candidate will have experience in the insurance sector, particularly with high-value home and motor insurance. Join a dynamic team and make a significant impact in a rewarding environment, where your expertise will help clients navigate their insurance requirements effectively.

Benefits

Referral Bonus

Career Development Opportunities

Qualifications

• Experience with High Net-Worth Individuals in an Insurance environment.
• Attention to detail in policy management and documentation.

Responsibilities

• Build and maintain strong client relationships as the primary contact.
• Assist clients with policy enquiries, changes, and renewals.

Skills

Insurance Knowledge

Client Relationship Management

Attention to Detail

Communication Skills

Tools

Acturis Insurance Software

Microsoft Office Suite

Job description

Job Opportunity: Private Client Account Handler

Service Care Solutions is recruiting on behalf of an established Insurance Agency in London for a Private Client Account Handler to join their team on a permanent basis. The successful candidate will support High Net-Worth Individuals with their insurance needs, primarily focusing on high-value home and motor insurance.

Main Responsibilities

1. Build and maintain strong client relationships, serving as the primary contact for inquiries and requests.
2. Understand clients' insurance needs and offer tailored advice and solutions.
3. Assist clients with policy inquiries, changes, and renewals.
4. Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
5. Analyze clients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
6. Stay informed about industry trends, emerging risks, and regulatory changes affecting clients.

Candidate Criteria

• Experience working with High Net-Worth Individuals in an insurance environment, either through brokerage or underwriting.
• Attention to detail and accuracy in policy management and documentation.
• Exceptional communication and interpersonal skills, with the ability to work independently and as part of a team.
• Proficiency in Acturis insurance software and Microsoft Office Suite.

If interested or if you know someone suitable, please contact Greg at Service Care Solutions on 01772 208969 or email [emailprotected].

We also offer a £250 referral bonus! Refer someone who is successfully placed, and you'll receive £250 after their probationary period.