Private Clients Account Handler
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Private Clients Account Handler

Private Clients Account Handler

Retford Full-Time 36000 - 60000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Help private clients with insurance solutions and build strong relationships.
  • Company: Join PIB, a successful team known for its vibrant culture and support.
  • Benefits: Enjoy competitive salary, holiday allowance, and training opportunities.
  • Why this job: Great chance to grow in the insurance industry while making a real impact.
  • Qualifications: Strong communication skills and ideally some insurance experience required.
  • Other info: Full training provided; CII qualification is a plus.

The predicted salary is between 36000 - 60000 £ per year.

Private Client Account Handler A great opportunity has arisen with our established and successful Private Client Team here at PIB. Based in our Retford office, you would be given all the support and guidance you would need to succeed as part of a busy and vibrant team of people. The Role You would provide insurance solutions to our Private Clients in a timely and effective manner. Responsible for for achieving new business goals and sales and retention of current business and renewals, across a range of private clients insurance products. Working on a blend of perspective and existing clients, you will deliver great customer experiences sometimes to some complex clients Develop relationships in the insurer market to ensure the best portfolio of insurance is provided The Person Ideally you will have strong communication skills, be able to work under pressure, have excellent attention to detail and be organised. Experience of working within the insurance industry as an account handler, ideally with a personal lines or HNW background . It would be desirable if you are CII qualified or working towards the qualification. PIB use the Acturis system so would be ideal to have used this in the past however full training would be provided Further information As well as a competitive salary we offer the following benefits – Competitive holi…

Private Clients Account Handler employer: pib Group Careers

At PIB, we pride ourselves on being an excellent employer, offering a supportive and dynamic work environment in our Retford office. Our Private Client Team is not only dedicated to delivering exceptional service but also committed to fostering employee growth through comprehensive training and development opportunities. With competitive benefits, including a generous holiday allowance and a focus on work-life balance, PIB is the ideal place for those seeking a rewarding career in the insurance industry.
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Contact Detail:

pib Group Careers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Clients Account Handler

✨Tip Number 1

Familiarize yourself with the Acturis system, as it’s a key tool used at PIB. If you haven't used it before, consider taking an online course or watching tutorials to get a head start.

✨Tip Number 2

Network with professionals in the insurance industry, especially those who have experience as account handlers. They can provide insights and tips that could be beneficial during your application process.

✨Tip Number 3

Brush up on your communication skills, as they are crucial for building relationships with clients and insurers. Practice active listening and clear articulation to enhance your interactions.

✨Tip Number 4

Stay updated on the latest trends and changes in the insurance market. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry.

We think you need these skills to ace Private Clients Account Handler

Strong Communication Skills
Attention to Detail
Organizational Skills
Ability to Work Under Pressure
Customer Service Orientation
Sales Skills
Relationship Building
Insurance Industry Knowledge
Experience with Personal Lines Insurance
High Net Worth (HNW) Insurance Experience
CII Qualification or Progress Towards It
Familiarity with Acturis System
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Private Clients Account Handler position. Understand the key responsibilities and required skills, such as strong communication and attention to detail.

Tailor Your CV: Customize your CV to highlight relevant experience in the insurance industry, particularly as an account handler. Emphasize any experience with personal lines or high-net-worth clients, and mention any qualifications like CII if applicable.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing excellent customer service and your ability to work under pressure. Mention specific examples from your past experiences that demonstrate your skills and how they align with the role.

Highlight Relevant Skills: In your application, make sure to emphasize your organizational skills and ability to build relationships within the insurer market. If you have experience with the Acturis system, be sure to mention it, as it is a plus for this position.

How to prepare for a job interview at pib Group Careers

✨Showcase Your Communication Skills

As a Private Clients Account Handler, strong communication skills are essential. Be prepared to demonstrate your ability to convey complex information clearly and effectively during the interview.

✨Highlight Your Attention to Detail

Attention to detail is crucial in this role. Bring examples of how you've successfully managed details in previous positions, especially in the insurance industry, to showcase your capability.

✨Demonstrate Your Industry Knowledge

Familiarize yourself with the insurance products relevant to private clients. Discuss any experience you have with personal lines or high-net-worth clients to show your understanding of the market.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities under pressure. Prepare scenarios where you've successfully handled complex client situations, emphasizing your organizational skills and customer service focus.

Private Clients Account Handler
pib Group Careers
Apply now
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