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For Companies At a Glance
- Tasks: Support High Net-Worth Individuals with tailored insurance solutions and maintain strong client relationships.
- Company: Join a well-established Insurance Agency in London, known for its commitment to client service.
- Benefits: Enjoy a competitive salary of £35,000 to £40,000 and flexible start dates.
- Why this job: Be part of a dynamic team that values attention to detail and exceptional client service.
- Qualifications: Experience with High Net-Worth Individuals in insurance is essential; proficiency in Acturis and Microsoft Office is a plus.
- Other info: This is a permanent role with opportunities for professional growth in the insurance sector.
The predicted salary is between 29000 - 46000 £ per year.
Private Client Account Handler
Location: London
Contract: Permanent
Rate: £35,000 to £40,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
Service Care Solutions are currently recruiting on behalf of an established Insurance Agency in London for a Private Client Account Holder to join the team on a temporary basis. The Account Handler will be responsible for supporting High Net-Worth Individuals with their Insurance needs covering mainly high-value home and motor insurance.
Main Responsibilities
- Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.
- Understand clients\’ insurance needs and provide tailored advice and solutions.
- Assist clients with policy enquiries, changes, and renewals.
- Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
- Analyse clients\’ risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
- Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.
Candidate Criteria
- Experience of working with High Net-Worth Individuals within an Insurance environment either with Brokerage or Underwriting.
- Attention to detail and accuracy in policy management and documentation.
- Exceptional communication and interpersonal skills with the ability to work well on own initiative as well as part of a team.
- Proficiency in Acturis Insurance software and Microsoft Office Suite.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).
Referral Bonus
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
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Private Clients Account Handler employer: Service Care Legal
Contact Detail:
Service Care Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Clients Account Handler
✨Tip Number 1
Make sure to highlight your experience with High Net-Worth Individuals in your conversations. This is a key requirement for the role, and demonstrating your understanding of their unique insurance needs will set you apart.
✨Tip Number 2
Familiarize yourself with the latest trends in high-value home and motor insurance. Being knowledgeable about current market conditions and emerging risks will show that you are proactive and well-informed.
✨Tip Number 3
Practice your communication skills, especially in building client relationships. Since you'll be the primary point of contact, being able to convey information clearly and effectively is crucial.
✨Tip Number 4
If you have experience with Acturis Insurance software, be ready to discuss it in detail. Highlighting your proficiency can give you an edge, as it's a specific requirement for this position.
We think you need these skills to ace Private Clients Account Handler
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Private Client Account Handler position. Understand the key responsibilities and candidate criteria, especially the importance of working with High Net-Worth Individuals.
Tailor Your CV: Customize your CV to highlight relevant experience in insurance, particularly with high-value home and motor insurance. Emphasize your attention to detail, communication skills, and any experience with Acturis Insurance software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and your passion for providing tailored insurance solutions. Mention specific examples of how you've built strong client relationships in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. Ensure that all information is accurate and presented professionally, as attention to detail is crucial in this role.
How to prepare for a job interview at Service Care Legal
✨Research the Company
Before your interview, take some time to learn about the insurance agency and its services. Understanding their approach to high net-worth individuals will help you tailor your responses and show genuine interest.
✨Highlight Relevant Experience
Make sure to discuss your previous experience working with high net-worth clients in the insurance sector. Be prepared to share specific examples of how you've successfully managed client relationships and addressed their unique needs.
✨Demonstrate Attention to Detail
Since accuracy in policy management is crucial, be ready to discuss how you ensure precision in your work. You might want to mention any tools or processes you use to maintain high standards in documentation.
✨Showcase Communication Skills
Exceptional communication is key for this role. Practice articulating your thoughts clearly and confidently, and be prepared to demonstrate how you build rapport with clients and handle inquiries effectively.
