Private Clients Account Handler

A forward thinking and innovative Insurance Broker based in North London are looking for an ambitious individual who can add value to the ever-growing team. They invest in employees, encourage professional qualifications and coach staff to be the best that they can be.

Reports to:

High Net Worth Department Head

Location:

North London/Hybrid 2 days wfh

They invest in employees, encourage professional qualifications and coach staff to be the best that they can be, provide a proactive and responsive service to clients and provide a timely service, maintain client files by collecting and organising all relevant documents electronically, produce accurate and timely documents for all aspects of insurance needs as requested by the client or the Account Executive, develop and maintain positive relationships with existing client accounts, assist with the renewal process for existing clients in accordance with their specific needs, work closely with the high net worth account executive on new business exercises.

Maintaining existing clients and to be involved in broking and negotiating renewals

You will have a minimum 3 experience in a High Net Worth Account Handling role. Ideally, you will also have experience using Act