Private Clients Account Handler – Exeter – Salary £25,000 + Benefits

Private Clients Account Handler – Exeter – Salary £25,000 + Benefits

Role Summary:

Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, closing sales, invoicing of premiums, cross-sales.

Experience & Key Responsibilities required:

  • Must have a minimum of 2 years’ experience in providing specialist advice in the Personal Lines or Private Clients insurance market.
  • Must be qualified to a minimum of Cert CII or looked to gain the qualification within 18 months of joining.
  • Assist in achieving Group/Division client retention targets by providing an excellent level of service.
  • Liaise effectively with the Account Executive to ensure an appropriate strategy for renewal, attend client meetings as necessary and action meeting points.
  • Undertake market exercise to establish most competitive terms available.
  • Obtain renewal terms and present to client.
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards.
  • Record all relevant information, correspondence and documentation on Acturis and make effective use of the diary system.
  • Actively cross-sell products from other Divisions.