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Private Clients Account Handler

Private Clients Account Handler

Service Care LegalFinchley, Greater London, United Kingdom
7 days ago
Salary
£35,000.00–£40,000.00 yearly
Job type
  • Full-time
  • Permanent
  • Temporary
Job description

Private Client Account Handler Location : LondonContract : Permanent Rate : £35,000 to £40,000 per annum Start Date : Flexible Contact : (url removed)Job DescriptionService Care Solutions are currently recruiting on behalf of an established Insurance Agency in London for a Private Client Account Holder to join the team on a temporary basis. The Account Handler will be responsible for supporting High Net-Worth Individuals with their Insurance needs covering mainly high-value home and motor insurance.  Main Responsibilities Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.Understand clients' insurance needs and provide tailored advice and solutions.Assist clients with policy enquiries, changes, and renewals.Ensure accuracy in policy documentation, endorsements, and certificates of insurance.Analyse clients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.Candidate CriteriaExperience of working with High Net-Worth Individuals within an Insurance environment either with Brokerage or UnderwritingAttention to detail and accuracy in policy management and documentationExceptional communication and interpersonal skills with the ability to work well on own initiative as well as part of a teamProficiency in Acturis Insurance software and Microsoft Office Suite.If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed