Private Clients Account Handler

Job title: Private Clients Account Handler
Location: East Hampshire
Industry: Insurance
Salary: £25,000 - £35,000
Reference: 1925
Contact name: Morgan Whittaker-Beecroft
Contact email: Morgan@teamboxtree.co.uk

Job description

Boxtree are currently working with a well-respected insurance brokerage who are looking for an account handler to join their team and assist with the relationship management of their private clients. This is a high-volume role, which will also include customer service, dealing with mid-term adjustments and renewals.

 

Responsibilities:

  • Deal with renewals, mid-term adjustments and customer service
  • Work confidently with clients over the phone, on email and face to face
  • Maintain strong relationships with clients and colleagues

 

Required:

  • Knowledge of personal lines insurance, including home and motor products
  • Work 1/3 Saturdays, 8:30am – 12pm
  • Experience in handling a high-volume role, both over email and over the phone

 

Company Benefits:

  • Company pension
  • Good holiday scheme
  • CII qualifications paid for by the company

 

Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

 

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).

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Consultant

Morgan Whittaker-Beecroft

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