Insurance Client Handler – Personal Lines/HNW

  • Surrey
  • £25000 - £30000 per annum
  • Permanent

An exciting opportunity has arisen in the Private Client team within this recognised leading Independent broking group, for a proven Personal Lines broker keen to progress their career further into the HNW area

This exciting role will provide you with the perfect opportunity to continue, or build further, a career path within Insurance through exposure to all aspects of managing your own portfolio of Private/HNW clients, from account administration and dealing with enquiries through to building new business opportunities.  Therefore, you’ll bring a good broking understanding of all Personal Lines products and account handling with you

You’ll be provided with comprehensive training to enable you to achieve a high level of technical ability, together with fully-funded sponsorship to achieve a professional qualification, starting with the Certificate in Insurance  from the Chartered Insurance Institute (Cert CII).

You’ll be the first point of contact for your clients and will use this to build and manage key relationships.  It’s essential that you have intuitive people skills and the confidence to deliver an amazing client experience through careful and tailored communication as well as managing renewals with accuracy and confidence.

We are also looking for a good understanding of Motor and/or Household insurance classes, be organised and accurate with attention to details and possess a strong customer service ethos

  • Ideally educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths
  • Progressing Cert CII or at least have a keen interest in starting and committing to your CII journey role offers a competitive salary and a comprehensive benefit package

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