Insurance & Superannuation

Private Client Account Handler

Not Specified

Working for a highly respected Insurance broker dealing with Mid Net Worth Clients, providing the highest levels of customer service.

Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.

What’s required?

A minimum of 2 years’ experience in providing specialist advice in the insurance market ideally you will have experienced of handling HNW/Private Clients although Personal Lines Insurance experience will be considered.

Must be qualified to a minimum of Cert CII or be prepared to complete the qualification.

Skills required for this role

  • Good level of technical insurance skills, to be assessed by regular in-house testing.
  • Accuracy and attention to detail.
  • Ability to process work quickly and efficiently.
  • Ability to prioritise work and meet deadlines.
  • Excellent client service skills.
  • Good negotiation and broking skills.
  • Excellent oral and written communication skills.
  • Ability to gather and analyse information from the client.
  • Ability to identify and respond appropriately to an individual client’s level of understanding.
  • Ability to persuade and influence others.
  • Experience of using the ACTURIS system would be an advantage

Employment Type: Permanent