Finance Analyst jobs in United Kingdom
Private Client HNW Celebrity Account Handler
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Private Client HNW Celebrity Account Handler
Job summary
A leading brokerage is seeking a Private Client HNW Celebrity Account Handler in Chelmsford. This role involves engaging with high net worth clients, processing renewals, and ensuring compliance with regulatory standards. Ideal candidates will hold experience with the Acturis system and possess excellent communication skills.
Qualifications
- Experience working with High Net Worth clients.
- Proficiency in Acturis computer system required.
Responsibilities
- Processing renewals and setting up new business.
- Handling queries from policyholders and ensuring compliance.
- Maintaining accurate records and documentation.
Skills
Tools
Salary: Not specified
Location: Chelmsford, Essex
Job Type: Permanent
Ref: SJP230811
Position - Private Clients Account Handler
Working with this successful and established Broker, dealing with HNW/Celebrity Individuals.
Professional
Inviting and processing Renewals.
Set up New Business on Acturis (must have this experience) computer system.
Helping policyholders with any queries regarding their policies.
Checking the market for new products to match the needs of policyholders.
Sending Market presentations to insurers for terms regarding quotations on High Net worth Insurance policies for New Business and existing Renewals.
Updating data and recording data accurately onto the computer system.
Scanning and uploading policy documentation to the correct policyholder file.
Making sure that all paperwork is processed in accordance with the Financial Conduct Authority Regulations and compliance guidelines.
Processing all administration i.e. uploading policy schedules onto policyholder’s records.
Maintaining the diary system.
This position is working within a highly professional team environment. You will need excellent written and verbal communication skills.
Office is based on the outskirts of Chelmsford
If you feel you have the relevant experience then please submit your CV for review.
The Recruiter Insurance Specialists are acting as a Recruitment Agency
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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