We are currently working with a fiercely independent local insurance broking firm who have an opportunity for someone with Mid-High Net Worth private clients insurance experience or someone with personal lines who wants to move into this area to join them in their office based in the Buckhurst Hill/Chingford area as a Mid-High Net Worth Account Handler.
You will be responsible for looking after a book of Mid to High Net worth clients providing quotations, placing risks on cover, administering mid-term adjustments, and helping to develop the business by maintaining excellent customer service standards. This role could also give candidates the potential incentive of handling some SME Commercial lines too, providing a great opportunity to gain exposure to the commercial lines side of the broking market.
They focus on quality over quantity, so you will regularly be handling around 15-20 renewals a month, dealing with premiums ranging from £600-£6000, focusing on providing a first-class broking service to your clients while also identifying any cross-sell opportunities with the Commercial team and the Wealth Management team.
To be successful in this role, you will need to have previous HNW Insurance experience gained in a broking role, or at the very least, have a good background in standard personal lines. You will be a great team player with good IT skills and an excellent phone manner. Acturis experience would also be a real bonus!
In line with this company's core values, you must also be credible, professional, proactive, and compliant, with a genuine desire to look after the best interests of your customers.
Salary on offer is £30-45k depending on experience, with the lower end of the salary bracket for those with Personal Lines backgrounds and the top end if you are already working within the Mid to High net worth broking space.
They also offer a company pension, plus an annual bonus, as well as commission on any successful referrals passed to the other broking teams.
Office hours are Monday to Friday 9am-5:30pm (No Saturdays!) with Fridays being able to be worked from home.
If you wish to discuss this role in more detail, please contact Kieran at CKB Recruitment.
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