ACCOUNT HANDLER

PENRITH

Weatherbys Hamilton is one of the UK’s leading brokers specialising in the insurance of private clients including country houses, farms and estates. We have an outstanding opportunity in our office in Penrith to join our private client division which looks after an extensive portfolio of high-profile clients across the country. Insurance experience is highly desirable.

Why join us?

We are looking to offer a salary of £25,000 - £30,000 per annum DOE. In addition, you will receive 23 days’ annual leave plus bank holidays, increasing by 1 day for each full year served up to a maximum of 27 days. You will have access to a variety of other benefits including a generous pension scheme and a range of discounts and benefits through our Reward Gateway platform.

Key responsibilities

• Providing insurance quotations for clients and interacting with insurers in obtaining them.
• Preparing and issuing renewal invitations.
• Processing risks on our internal systems, preparing and checking policy documentation.
• Producing invoices and assisting with the collection of premiums.
• Arranging the provision of premium finance where requested by clients.
• Speaking with clients on the telephone, answering client queries and taking instructions.
• Liaising with insurers, surveyors, loss adjustors and the like on all relevant issues.
• Assisting other team members in seeking resolution to client queries.

What we are looking for 

• Insurance sector experience is highly desirable.
• Ability to use Microsoft Suite including Excel.
• An ability to work to tight deadlines and work under pressure.
• Acting at all times in a compliant manner and in accordance with Weatherbys Hamilton’s procedures.
• Cooperating with Weatherbys Hamilton Partners and staff in all its offices in a friendly, positive and cooperative manner.