HNW Personal Lines Account Handler
Allen Insurance Insurance Recruitment Ltd
Bromley, England, United Kingdom
5d ago

This is a client facing role to service and handle existing and new insurance policies for clients.& prospective clients.

Policy types to be handled include (but not limited to) High Net Worth & private home (Contents & Buildings), Pet, Holiday Home & Personal Accident.

Key Duties and Responsibilities :

  • Speaking with clients, taking them through our sales process.
  • Researching and providing new quotations,
  • Proactively speaking with former clients and previous enquires to offer quotations at next renewal,
  • Managing the renewal book of existing clients
  • Ensuring timely renewal of polices and processing the renewal.
  • Collecting payment and arranging payment where required under finance schemes.
  • Running and Maintaining a well managed diary system.
  • Any other duties as requested by your Line Manager in accordance with the nature of this position.
  • Experience require in

  • Suite of Microsoft office Products
  • Understanding of the principals of insurance broking
  • The Data Protection Act
  • FCA Protocols
  • GDPR
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