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For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth insurance clients and handle their needs.
- Company: Join a reputable Lloyds Broker known for its inclusive culture and growth opportunities.
- Benefits: Enjoy a permanent role with competitive salary and training for career development.
- Why this job: Be part of a dynamic team, making a real impact in clients' lives while growing your skills.
- Qualifications: Previous experience in insurance and strong knowledge of high-net-worth client needs required.
- Other info: Located in Witham, Essex, this role offers a supportive environment for personal and professional growth.
The predicted salary is between 25000 - 32000 £ per year.
Summary
Our client who is a Lloyds Brokers is looking for an 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 corrected 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
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Private Clients Account Handler employer: MW Appointments
Contact Detail:
MW Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Account Handler
✨Tip Number 1
Familiarise yourself with the specific types of high-net-worth (HNW) insurances mentioned in the job description, such as household and motor insurance. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the insurance industry, particularly those who specialise in private clients. Attend relevant events or join online forums to connect with others in the field, which could lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare for potential client meetings by practising your communication skills. Role-play scenarios where you explain complex insurance concepts clearly and concisely, as strong communication is essential for this position.
✨Tip Number 4
Research the company culture of the Lloyds Broker you're applying to. Understanding their values and work environment can help you tailor your approach during interviews and show that you’re a good fit for their team.
We think you need these skills to ace Private Clients Account Handler
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Private Clients Account Handler position. Tailor your application to highlight your relevant experience in handling HNW risks and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in insurance roles, particularly with high net worth clients. Provide specific examples of how you've managed portfolios, processed policies, or dealt with client queries.
Showcase Your Skills: Make sure to mention your strong IT skills and organisational abilities in your application. Use concrete examples to demonstrate your communication skills, especially in client interactions, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the position and how your background makes you a suitable candidate. Address the specific duties mentioned in the job description and express your enthusiasm for joining the team.
How to prepare for a job interview at MW Appointments
✨Showcase Your Insurance Knowledge
Make sure to brush up on your knowledge of high-net-worth (HNW) insurance products. Be prepared to discuss specific types of coverage, such as household, motor, art, and travel insurance, as this will demonstrate your expertise and suitability for the role.
✨Highlight Your Client Management Skills
Since the role involves managing a mixed portfolio of clients, be ready to share examples of how you've successfully handled client relationships in the past. Discuss your approach to managing renewals and new business, as well as how you ensure client satisfaction.
✨Demonstrate Strong Communication Abilities
Effective communication is key in this role. Prepare to discuss how you convey complex information to clients clearly and concisely. You might also want to provide examples of how you've resolved client queries or issues in previous positions.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your interest in the role and the company. Consider asking about the team dynamics, opportunities for training and development, or how success is measured in the Private Clients team.
