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For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth client insurances and provide exceptional service.
- Company: Join a leading Lloyds Broker with a focus on growth and inclusivity.
- Benefits: Competitive salary, ongoing training, and a supportive work environment.
- Other info: Permanent role based in Witham, Essex with great career development opportunities.
- Why this job: Be part of a dynamic team and make a real difference for clients.
- Qualifications: Experience in insurance and strong IT skills are essential.
The predicted salary is between 25000 - 32000 £ per year.
Our client who is a Lloyds Brokers is looking for a Client Handler to join the expanding Private Clients / HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.
Main Duties:
- Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel
- Handling new and existing clients
- Deal with new business, renewals and MTAs, ensuring they are correctly processed
- Prepare and issue insurance documentation
- Meeting with clients as and when needed
- Ensure customer details are recorded accurately and entered onto system in a timely fashion
- Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
- Managing the issuance of clients certificates
- Deal with account queries
Essential Skills Required:
- Previous experience within a similar Insurance role
- Strong knowledge of all types of HNW / Private Clients insurances
- Good IT skills
Desirable:
- Good organisation skills
- Strong communication skills
What you need to know:
- Permanent role
- Based in Witham, Essex
- Salary between £25,000 - £32,000
- A great opportunity to join a growing organisation with lots of training and development opportunities
- A very inclusive and fair opportunities employer
Private Clients Account Handler in Essex employer: MW Appointments
Contact Detail:
MW Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Account Handler in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about roles in Private Clients. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of HNW risks. Be ready to discuss specific types of insurances like Household and Motor, and how you’ve handled similar cases in the past. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or meeting, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Private Clients Account Handler role. Plus, it’s a great way to show you’re genuinely interested in joining our team.
We think you need these skills to ace Private Clients Account Handler in Essex
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Clients Account Handler role. Highlight your previous insurance experience and any specific knowledge of HNW risks to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your strong communication skills and how you can contribute to managing our clients' needs effectively.
Show Off Your IT Skills: Since good IT skills are essential for this role, don’t forget to mention any relevant software or systems you’re familiar with. We love candidates who can hit the ground running with tech!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at MW Appointments
✨Know Your Stuff
Make sure you brush up on your knowledge of high-net-worth (HNW) insurance products. Familiarise yourself with household, motor, art, and travel insurances, as these are key areas for the role. Being able to discuss these confidently will show that you're serious about the position.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in handling private clients and managing insurance documentation. Think about times when you dealt with new business, renewals, or client queries, and be ready to share these stories during the interview.
✨Demonstrate Your Communication Skills
Since strong communication skills are essential for this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your qualifications and experiences.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask the interviewer about the team dynamics, training opportunities, and the company culture. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.