Private Clients Account Handler

Summary

Our client who is a Lloyds Brokers is looking for an Client Handler to join the expanding Private Clients/ HNW team in the Witham, Essex office. The purpose of the role is to deal with a mixed portfolio of Private Clients insurances.







Main Duties:



* Dealing with HNW risks including (but not limited to) Household, Motor, Art, and Travel

* Handling new and existing clients

* Deal with new business, renewals and MTAs, ensuring they are corrected processed

* Prepare and issue insurance documentation

* Meeting with clients as and when needed



* Ensure customer details are recorded accurately and entered onto system in a timely fashion.

* Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required

* Managing the issuance of clients certificates