Private Client Account Manager

Lawes Insurance Recruitment; Birmingham; On-site; GBP 35,000; Full time

Job summary

A leading company in the insurance sector is seeking a Private Clients Account Handler to join their team in Birmingham. The role focuses on managing client insurance programs, ensuring accuracy in documentation, and enhancing client relationships through effective communication. The ideal candidate should have a background in Personal Lines and possess strong business development skills.

Qualifications

• Understanding of relevant classes of business.
• Experience in marketing and servicing the insurance needs of clients.

Responsibilities

• Servicing of client insurance programs.
• Manage all renewals effectively and timely.
• Resolve client queries and changes in cover.

Skills

Business Development

Insurance and Risk Management Concepts

Verbal Communication

Written Communication

Job description

Job Title: Private Clients Account Handler

Location: Birmingham

Full/Part Time: Full Time

Salary: £35,000 per annum

OVERVIEW:

We are currently recruiting for a key client of ours who are on the lookout for a Private Clients Account Handler to join their dynamic team. They are considering individuals from a Personal Lines background. As an Account Manager, you will be responsible for the day-to-day servicing of client insurance programs, placement of insurances, management of renewals, and resolution of client queries. You will also be involved in preparing market and client documentation, managing global insurance programs, and providing management information as required.

RESPONSIBILITIES:

• Servicing of client insurance programs
• Check policy documentation for accuracy before issuance to the client
• Manage all renewals effectively and in a timely manner
• Obtain quotations for new and renewal business
• Prepare market and client documentation
• Resolve client queries and changes in cover promptly and effectively
• Provide management information as required

QUALIFICATIONS:

• Understanding of relevant classes of business
• Ability to identify opportunities for business development
• Understanding of legal principles of insurance and risk management concepts
• Experience in marketing and servicing the insurance needs of clients
• Excellent verbal and written communication skills

If you have the relevant experience or know someone that does please contact me now on 07458162 853 or email us at [e-mail]