Private Clients Account Handler

A-forward-thinking-and-innovative-Insurance-Broker-based-in-North-London-are-looking-for-an-ambitious-individual-who-can-add-value-to-the-ever-growing-team.-They-invest-in-employees,-encourage-professional-qualifications-and-coach-staff-to-be-the-best-that-they-can-be.

Reports-to:-High-Net-Worth-Department-Head

Location:-North-London/Hybrid2-days-wfh

They-invest-in-employees,-encourage-professional-qualifications-and-coach-staff-to-be-the-best-that-they-can-be,-provide-a-proactive-and-responsive-service-to-clients-and-provide-a-timely-service,-maintain-client-files-by-collecting-and-organising-all-relevant-documents-electronically,-produce-accurate-and-timely-documents-for-all-aspects-of-insurance-needs-as-requested-by-the-client-or-the-Account-Executive,-develop-and-maintain-positive-relationships-with-existing-client-accounts,-assist-with-the-renewal-process-for-existing-clients-in-accordance-with-their-specific-needs,-work-closely-with-the-high-net-worth-account-executive-on-new-business-exercises.

Maintaining-existing-clients-and-to-be-involved-in-broking-and-negotiating-renewals

You-will-have-a-minimum-3-experience-in-a-High-Net-Worth-Account-Handling-role.-Ideally,-you-will-also-have-experience-using-Act