Private Clients Account Handler, Lawes Consulting Group

Private Clients Account Handler

Lawes Consulting Group

Location:

United Kingdom, Buckinghamshire

Category:

Insurance

Contract Type:

Employment contract

Salary:

40000.00 - 45000.00 GBP / Year

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Job Description:

An experienced insurance professional is needed to join a respected brokerage as a Private Clients Account Handler. This role is ideal for someone with strong account handling skills, attention to detail, and excellent customer service. You will support the Private Clients Team in managing and broking both new and existing business within their household and motor division.

Job Responsibility:

Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performance
Maintain regular contact with clients to ensure their insurance needs are met and service levels are upheld
Collaborate with Account Executives and Handlers to ensure a seamless customer experience
Maintain professional, clear, and complete client records, ensuring continuity when absent
Participate in client meetings, renewals, appraisals, and service meetings
Ensure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principles
Engage in ongoing professional development to enhance skills and industry knowledge

Requirements:

A minimum of two years’ experience as an Account Handler within an insurance brokerage
Experience handling Personal Lines / High Net Worth (HNW) insurance products
Strong knowledge of insurance markets with existing insurer relationships
Risk-aware when handling customer information
Excellent communication and negotiation skills
Strong customer service focus with the ability to build and maintain client relationships
High level of accuracy and attention to detail
Ability to take initiative and support team members proactively
Computer literacy, with experience using Acturis preferred

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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