Private Clients Account Handler (New Business)
About the job Private Clients Account Handler (New Business)
Role Summary:
Administration of clients’ insurance requirements on a daily basis including obtaining quotations, closing sales, invoicing of premiums, cross-sales. Provision of high level professional advice to new clients/prospects.
Experience & Key Responsibilities required:
- Must have a minimum of 2 years’ experience in providing specialist advice and New Business development in the insurance market.
- Must be qualified to a minimum of Cert CII or look to gain the qualification within 18 months of joining.
- Assist in achieving new business targets.
- Undertake market exercise to establish most competitive terms available.
- Prioritise and handle all work promptly and accurately.
- Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
- Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
- Produce accurate and professional documentation at all times using relevant templates.
- Actively cross-sell products from other Divisions.
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Private Clients Account Handler (New Business) in Farnborough employer: Allen Insurance Insurance Recruitment
Join a dynamic and forward-thinking insurance recruitment firm in Maidstone, where we prioritise employee growth and development. Our collaborative work culture fosters innovation and encourages strong relationships, ensuring that you thrive both personally and professionally. With competitive benefits and a commitment to excellence, we offer a rewarding environment for those looking to make a significant impact in the SME commercial underwriting sector.
Contact Details:
Allen Insurance Insurance Recruitment Recruitment Team
