Private Clients Account Handler

Role: Private Clients Account Handler

Location: London- Hybrid Working
Salary: £35,000 per annum. 

Industry – Insurance, Broking, Private Clients, High Net Worth

Purpose of the Role:

Looking after an established book of clients with a variety of needs predominantly Ultra High Net Worth, Fine Art, Heritage Property and Farms & Estates, but also Residential & Commercial Property Owners, Commercial Combined, Agricultural, Private & Commercial Motor, Liabilities, Personal Accident & Travel, Terrorism, Engineering, Cyber, Directors & Officers and Trustee Liability.

Responsibilities of the Role:

To include the following:

• Negotiate with underwriters and issue client renewals manually, including preparing a Risk Register &/or Summary of Cover where applicable, producing a renewal invitation letter and invoicing.
• Provide a high level of client service at all times whilst ensuring the customer is always treated fairly.
• Handle client’s general queries day to day queries, adjustments etc.
• Attempt to resolve possible complaints, where possible, avoiding the need for escalation.
  Build relations with clients with a view to growing accounts by cross-selling.
• Identify risk exposures and advise on insurance and risk management solutions, particularly at the time of new business and renewals.
• Build relations with key underwriters and other third party providers.
• Prioritise and handle all work promptly and accurately with good diary management.
• Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with company service standards.
• Chase clients for payment and proactively manage aged debt.
• Attend events as and when required, sometimes outside of normal working hours.
• Offer assistance to colleagues when required.
• Attend client meetings when necessary, to include agenda preparation and issue of minutes.
• Provide support to the Directors/Executives in the overall servicing of Client’s policies, both in respect of new business and renewals.
• Obtain quotations both for new and renewal business.
• Check policy documentation for accuracy prior to issue to the clients.
• Maintain required Continued Professional Development.

Key Skills:

• Competent use of Microsoft Office suite (Word, Excel etc)
• Knowledge of Acturis (not essential, training provided)
• Good telephone manner
• Good desk/workload/diary management 

For extra information please contact:- 0203 411 8430

Email: admin@lawesgroup.co.uk