Private Clients HNW Account Handler - London City
Basic Salary to 50 K DOE, Bonus, Pension and Benefits
Our client is a Highly respected Independent Broker who specialises in arranging Insurances for HNW Private clients across the UK and Abroad
Our client has a large book of valuable private clients where their role is the placement and servicing of personal insurances for High Net Worth individuals or other Private clients (or schemes). You will be servicing the existing book of Clients for renewals and MTA and also looking at any New Business enquiries - some client visits are undertaken for renewals etc
Key points of the role:
To service to our clients existing portfolio of clients from initial enquiry through to policy issue, with ongoing support
To provide technical expertise and advice as required
To maintain and improve our high levels of business retention
Key responsibilities
Client Care
Provide a professional, friendly, helpful and informative service
Provide prompt response to client requests and queries
Prioritise daily workload with the ability to meet tight deadlines
Deal with incoming emails, correspondence and telephone calls
Maintain a daily diary system
To play a constructive role within the Private Clients team
To adopt a flexible working relationship with Account Executive...