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Private Client Account Handler – Personal Lines Insurance

Job Details

  • Reference: BM13772
  • Location: Surrey
  • Salary: £25,000 to £28,000
  • Job Type: Permanent
  • Sector: General Insurance

Private Client Account Handler – Personal Lines Insurance

£25,000 – £28,000

Croydon, Surrey

Barker Munro Insurance Recruitment have the pleasure of working with a large independent insurance broker in the heart of Croydon who deal across both commercial and personal lines insurance.

Working within Personal Lines for the Private Client Team dealing directly with Mid to High Net Worth policyholders you will be tasked with:

Dealing directly with clients and underwriters to facilitate the best possible outcome
Organisation of the renewal book
Maintain a consistent level of renewal retention
Processing renewal documents, collecting premiums and setting up payment plans
Cross & up sell as and when the opportunity arises

Ideally the successful candidate will have:

A good Personal Lines background – preferably in both motor and household (Private Medical would be a benefit, but not essential)
Broking or direct client handling experience within an insurance environment
Ability to work leads and up and cross sell
A minimum of English & Maths passes at GCSE level
Acutris & CERT CII experience would be a real benefit

If this position sounds of interest to you please send your CV to Barker Munro Insurance Recruitment using the following links provided.

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