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Private Client Account Handler (Insurance)

Job Ref: GW7965_1559835680
Hours: Full Time
Location: Essex, England
Working Term: Permanent
Salary: £25000 - £28000 per annum
Deadline: 2019-07-04


Job Title: - Account Handler - Private Client Insurance

Salary - circa £25-28,000 per annum

Hours - 9 - 5 Monday to Friday

Location - Colchester, Essex

The Successful Private Client Account Handle will be required to perform I the following duties and responsibilities, however, will not be limited to:

Responsibilities will include: -

  • Ability to manage a book of clients within Private lines
  • Preparing and processing scheme renewals
  • Contacting clients to obtain up to date risk information and discuss renewal terms
  • Issuing midterm adjustments
  • Issuing renewal, new business, renewal confirmation and adjustment letters
  • Remarketing policies when necessary
  • Managing debts
  • Managing Sector and Outlook diaries
  • Prioritising and managing own workload
  • Identifying potential clients that need a visit
  • Ensuring renewals are sent out within the required timescales
  • Understanding and meeting service standards
  • Using e-learning to complete compulsory courses and any additional courses set by your manager
  • Attending in-house training courses
  • Attending insurer training courses
  • Cross selling of other company products

The Successful Private Client Account Handler will be required to demonstrate the following skills, knowledge and experience however will not be limited to: -

  • Must have a stable work record - those with an erratic job history will not be considered.
  • Candidates must have a 3 years minimum history within Insurance
  • Candidates must also have experience of managing their own workload and meeting service standards.
  • Ideally candidates will have exposure to insurance
  • Full clean driving licence (desirable)
  • Must be Cert CII Qualified (insurance qualification)
  • Candidates must have attained a minimum of 6 GCSE\'s or equivalent, with English and Maths at Grade A-C.
  • On-the-job training on a daily basis and training courses throughout.
  • In-house I.T. training
  • Internal & external training to develop skills as required
  • Must be able to work long/flexible hours on occasions to ensure that current high standards of Client service are maintained.
  • Must be willing and able to travel to meet Clients, and also attend training which could be provided outside of the Lakeside office.

If you believe you have the Skills and abilities required to undertake this opportunity then please send you CV for consideration to