Client Account Handler

Private Clients Account Handler

£35k - 40k p.a

Finchley , London

Our client, an award winning insurance broker, has an exciting opportunity for a Client Accounts Handler to join their team!

Key skills/experience:

• Strong knowledge of insurance products/ underwriting principles and industry regulations within the Private Clients/High Net Worth sector
• Exceptional communication and interpersonal skills
• Attention to detail and accuracy in policy management and documentation
• Strong problem-solving and analytical abilities
• Proficiency in Acturis insurance software and Microsoft Office Suite
• A commitment to ethical business practices and compliance with industry standards.
• Experience in dealing with High Value Home and Motor experience in either a broking or underwriting capacity is required.

The role:

• You will collaborate closely with clients, underwriters, and other team members to deliver comprehensive insurance solutions and exceptional service.
• 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.
• Collaborate with underwriters to negotiate and secure the best coverage terms for clients.
• 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.
• Ensure clients' insurance policies comply with industry regulations and contractual obligations.
• Keep clients informed about changes in regulations and their implications.
• Prepare and deliver regular reports to clients on their insurance portfolios.
• Identify opportunities for upselling and cross-selling insurance products.
• Ensure client satisfaction and retention through attentive service.
• Conduct "peer" quality checks on documentation and files, as required by the business to minimize errors and ensure accuracy.
• Implement continuous improvement measures to enhance efficiency.