Private Clients Account Handler

John Williams Ltd; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

John Williams Recruitment is seeking an ambitious insurance professional for a forward-thinking and innovative Insurance Broker based in North London. The role is hybrid with 2 days working from home.

You will maintain client files, produce accurate insurance documents, and assist with renewals while building strong relationships with existing clients and supporting the High Net Worth account executive with new business initiatives.

Qualifications

• Minimum 3 years experience in a High Net Worth Account Handling role.
• Experience using Acturis (Act).

Responsibilities

• Maintain client files by collecting and organising documents electronically.
• Produce accurate and timely documents for all insurance needs as requested by clients or the Account Executive.
• Develop and maintain positive relationships with existing client accounts.
• Assist with the renewal process for existing clients.
• Work closely with the High Net Worth account executive on new business exercises.
• Maintain existing clients and be involved in broking and negotiating renewals.

Skills

High Net Worth experience

Account handling

Relationship management

Acturis/Act

Tools

Acturis

Job description

A forward thinking and innovative Insurance Broker based in North London are looking for an ambitious individual who can add value to the ever-growing team. They invest in employees, encourage professional qualifications and coach staff to be the best that they can be.

Reports to: High Net Worth Department Head

Location: North London/Hybrid 2 days wfh

They invest in employees, encourage professional qualifications and coach staff to be the best that they can be, provide a proactive and responsive service to clients and provide a timely service, maintain client files by collecting and organising all relevant documents electronically, produce accurate and timely documents for all aspects of insurance needs as requested by the client or the Account Executive, develop and maintain positive relationships with existing client accounts, assist with the renewal process for existing clients in accordance with their specific needs, work closely with the high net worth account executive on new business exercises.

Maintaining existing clients and to be involved in broking and negotiating renewals

You will have a minimum 3 experience in a High Net Worth Account Handling role. Ideally, you will also have experience using Act