Job Information

Our client is a Private Bank based in Mayfair, London. They are seeking to recruit an Assistant Account Executive to support the placement and underwriting of high value property, contents and vehicle cover on behalf of UHNW bank patrons.

This is a client facing role and as a member of a small team of specialists, you will learn and develop technical insurance knowledge in addition to customer service skills.



Role summary



- Dealing with daily client requests

- Preparation of documentation for submission (in house or external) to Underwriters

- Liaising with the technical department to produce financial documentation

- Preparation of insurance and legal documentation for the client

- Active management of the renewal lists



- Daily Update of the electronic archive, supporting information also in excel spreadsheet

- Making sure that client files are always updated, full and complete

- Assistance to the technical department for the premium credit control and with the claims department

for liaising with external partners

- Understanding of basic functionalities of Eclipse for posting transactions and issuing invoicing



Requirements for the role



* At least 12-months experience within an insurance related role.
* Client service skills
* An understanding of personal lines insurance and ideally HNW risks would be ideal.
* Professional and confident customer relationship skills
* A desire to learn and progress
* A flexible and adaptable approach
* Good problem-solving skills
* Strong team working ethic
* Willing to assume ownership and responsibility
* Organised and able to work independently.



What you need to know

* Permanent role with benefits package
* Salary - open / negotiable
* 4 days working in the Mayfair office with 1 day of home working

MW Appointments is acting as an Employment Agency in relation to this vacancy.