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    Job Title – Private Clients Account Handler
    Location – West Yorkshire
    Job Type – Permanent
    Salary – GBP30,000

    Our client is seeking an individual who will take on a Private Clients Account Handler position and join their team.

    Role Responsibilities

    – To ensure clients have adequate and appropriate insurance covers
    – By assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
    – Provision of professional advice and service to client
    – Provision of quotations as directed
    – Renewal and new business procedures to be followed per Group Broking Procedures provided
    – Group accounts procedures and queries to be complied
    – Post processing within timescales per Group Broking procedures and to company standards
    – Computer records, accurate creation and maintenance ensuring completeness and Intelligent labelling of system entries
    – Assist Account Executives to contribute to growth and development of the company with allocation of clients by identifying uninsured areas to ensure adequate and relevant insurance covers and risk management / loss adjuster services are provided to meet the risks faced by clients
    – Documentation checking prior to subsequent issue
    – File maintenance – general housekeeping of all records
    – Contribution to overall efficient running of the company
    – Open communication and liaison with all other departments within the company
    – Securing payment from clients within timescales
    – Diary / Tasks – accurate use and maintenance
    – Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
    – Constant communication on file progress between you and the relevant Executive (if applicable)
    – Continual professional development (self-driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required
    – Identify, report and resolve: – Breaches / complaints / E&O and to Respond positively to QA

    If you have the relevant experience or know someone that does please contact us now on 01992 445 710 or email me at admin@lawesgroup.co.uk

    To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website www.lawesgroup.co.uk

    Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful

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