Private Clients Account Handler – Hampshire – Salary £35,000 + Benefits

Private Clients Account Handler – Hampshire – Salary £35,000 + 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.
  • Excellent level of technical insurance skills, to be assessed by regular in-house testing.
  • Excellent client service skills.
  • Ability to persuade and influence others.
  • Excellent negotiation and broking skills.
  • Ability to troubleshoot and problem solve.
  • Excellent oral and written communication skills.
  • Ability to gather and analyse information from the client.
  • Ability to identify and respond appropriately to an individual client’s level of understanding