Posted in: Finance in Chelmsford | Posted: |
John Williams have partnered with an independent broker based in Essex, they were established in 1990, they specialise in high-net-worth insurance, for both motor and home, let property insurance, commercial property, liability insurance and marine insurance. Whilst based in Essex they have access via their London Agents to the Lloyds and large BIA markets. They are currently seeking an ambitious High Net Worth Account Handler to join their team on a full-time basis.
As a High Net Worth Account Handler, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.
Key Responsibilities:
* Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently
* Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions
* Conduct thorough risk assessments and analysis to determine appropriate coverage for clients
* Negotiate with insurance underwriters to obtain the best terms and conditions for clients
* Prepare and present insurance proposals to clients, explaining coverage options and pricing
* Process policy changes, endorsements, and renewals accurately and efficiently
* Handle claims on behalf of clients, ensuring prompt and fair settlement
* Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information
Qualifications:
* Demonstrable experience as an Account Handler in the High Net Worth/Private Clients insurance sector
* Strong knowledge of HNW insurance products and coverage options
* Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
* Proven track record of delivering exceptional customer service and exceeding client expectations
* Ability to work independently and manage a large portfolio of clients effectively
* Strong attention to detail and organisational skills
* Proficient in using insurance software (Acturis)