We are looking for a Private Clients Account Handler - Friday, Jan 24, 2020

We are looking for a new member to join our team. We are a well-established, independent insurance broker based in High Wycombe. Following a growth in our business a role has arisen for a bright and enthusiastic individual to join our team.

Position

Private Clients Account Handler

Desired Criteria

It is key that the applicant is a bright and enthusiastic individual who is a good team player. Knowledge of the Acturis insurance broking software package would be helpful along with CII insurance qualifications.

Your key responsibilities and duties

- Client and Insurer Handling / Relationship Building
- Document Management
- New Business Quoting
- Record Keeping
- Collection of Insurance Premiums
- Effective Renewal Management
- Cross-sell additional products
- Ensure all work complies with FCA regulations

Experience required

At least 2 years within the insurance industry and experience within an insurance brokers office. Experience & knowledge of other general insurance products and handling of claims is ideal.

Essential Skill Set

- Excellent communicator on phone, in writing and in person
- Ability to work to strict deadlines
- Well organised, good team player and excellent attention to detail.
- Problem- solving approach
- Multi-taskerCustomer service focus
- Working knowledge of Microsoft suite of products
- Educated to GSCE level. Must have Maths and English Grade C or above.

Location

We are located in Piddington High Wycombe with the occasional visit to our Oxford City Centre office

Salary and Benefits.

Negotiable dependent upon experience. 21 days holiday (plus bank holidays.) We offer a life insurance and pension scheme

Hours of Work

This is a Full time role with the following working hours:

- Mon – Thursday 8.30am – 5.00pm
- Friday – 8.30 am- 4.30 pm (37.5 Hours per week)

If you would like to apply for this position please send your CV to hbarnard@jbennett.co.uk