Private Client Account Handler in Nottingham, Nottinghamshire

Applying for the Private Client Account Handler role

We are a East Midlands based Insurance Broker with offices in Nottingham and Desford in Leicester. We currently employ 31 staff over our 2 sites. Our business is split into 3 main areas, Corporate Clients, SME and Private Clients. We are passionate about the quality of service we provide. Find us at
Job Title: Private Client Account Handler
Location: Nottinghamshire / Nottingham
Salary: £17,000 - £20,000
Type: Full Time
Job Sector: General Insurance
Sub Sector: Personal Lines
Job Reference No: PC Aug 2011

Job Description

The candidate should have a minimum of 5 years experience in handling personal lines classes of business and some experience of High Net Worth products.

Duties will include:
Answer and respond to incoming calls, emails, faxes and incoming post

Document all conversations with customers and insurers in accordance with the company’s policies and procedures

Provide new business quotations and advice for Personal Lines products to include Motor and Household

Advise clients on all information pertinent to their insurance policies

Place accepted quotations with the relevant insurer and complete all associated paperwork, computer processes and records

Deal with cancellations and mid-term adjustments for Personal Line customers

Completion of the renewal process for allocated clients

Ensure all processes follow the company’s Practices and Procedures manual

Identify referrals for our other areas of the business and Commercial departments.

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