Private Clients Account Handler (New Business)
Private Clients Account Handler (New Business)

Private Clients Account Handler (New Business)

Full-Time 30000 - 40000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage clients' insurance needs, from quotes to closing sales and invoicing.
  • Company: Join a leading insurance firm with a focus on client satisfaction.
  • Benefits: Attractive salary, flexible hours, and opportunities for professional growth.
  • Other info: Fast-paced environment with great potential for career advancement.
  • Why this job: Make a difference by providing expert advice to new clients every day.
  • Qualifications: Strong communication skills and a passion for customer service.

The predicted salary is between 30000 - 40000 £ per year.

About the job

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

Private Clients Account Handler (New Business) employer: Allen Insurance Insurance Recruitment

As a Private Clients Account Handler (New Business), you will thrive in a dynamic and supportive work environment that prioritises professional development and employee well-being. Our company offers competitive benefits, a collaborative culture, and ample opportunities for growth, ensuring that you can build a rewarding career while making a meaningful impact on our clients' lives.
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Contact Detail:

Allen Insurance Insurance Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Clients Account Handler (New Business)

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for a Private Clients Account Handler role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your skills in administration and sales. Highlight your experience in obtaining quotations and providing top-notch advice to clients.

✨Tip Number 3

Stay proactive! Follow up on any applications or interviews you've had. A quick email thanking them for their time and reiterating your interest can keep you fresh in their minds.

✨Tip Number 4

Don't forget to check our website regularly! We often post new opportunities for roles like Private Clients Account Handler. Applying directly through us can give you an edge, so keep an eye out!

We think you need these skills to ace Private Clients Account Handler (New Business)

Client Administration
Quotation Management
Sales Closing
Invoicing
Cross-Selling
Professional Advice
Customer Service
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in handling private clients and insurance. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Private Clients Account Handler role and how you can provide high-level professional advice to our clients.

Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your application reflects your strong communication skills. We love candidates who can convey complex information clearly and effectively!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Allen Insurance Insurance Recruitment

✨Know Your Insurance Stuff

Make sure you brush up on your knowledge of insurance products and services. Understand the specifics of what clients might need and be ready to discuss how you can provide tailored solutions.

✨Showcase Your Sales Skills

Prepare examples of how you've successfully closed sales in the past. Be ready to explain your approach to obtaining quotations and how you handle invoicing and cross-sales effectively.

✨Client-Centric Mindset

Demonstrate your ability to provide high-level professional advice. Think about scenarios where you've gone above and beyond for clients, and be prepared to share those stories during the interview.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client management and their expectations for the role. This shows your genuine interest and helps you assess if it’s the right fit for you.

Private Clients Account Handler (New Business)
Allen Insurance Insurance Recruitment

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