High Net Worth / Private Client Insurance Account Handler

This opportunity:

• Full-Time specialist in our High-Net-Worth team

• Office-Based with flexibility

• HNW Insurance or Personal Lines experience is required, preferably as an insurance adviser or handler

What We’re Looking For:

• Experience: Strong foundation and continually update and enhance your knowledge in the products we offer and our processes. Previous experience in a HNW or Personal Lines insurance environment is essential.

• Communication Skills: The most suitable candidates will need to have good communication and administrative skills and attention to detail is paramount. Use a range of communication skills in an effective manner at the right time.

• Customer Focus: Enjoy working in a customer-oriented environment and embrace change. Excel at building rapport and respect with our customers through excellent telephone manner and written communication

• Technical knowledge: MS Office, Outlook, broker IT systems, softphones, insurer systems and portals

• Attention to Detail: High standards of work and an ability to multitask and prioritise responsibilities.

• Accuracy:  Provide correct and detailed information to our customers and ensure all documentation reflects this

• Organisation: Be able to self-manage own workflow with the book of business

• Decision making:  Decide what products are best for our customers, be able to think on your feet, be resourceful and refer when necessary

• Teamwork:  Work effectively with colleagues, the leadership team and help build a strong team spirit

• Relationship building:  Build and maintain strong professional relationships customers, insurers and colleagues

• Learning:  Have an ability to learn quickly and retain information of a wide number of products and procedures.  Be able to work with feedback to grow and develop

Qualifications and experience:

• CII qualifications preferred but not essential

• 2+ years of insurance experience