Private Client Account Handler position available at Hayes Parsons Insurance Brokers

Hayes Parsons is Bristol-based, independent, Chartered Insurance Broker.  We are a dynamic, customer-focused organisation and are looking for an experienced, efficient individual to join our growing Private Client team.

 

How to apply

To find out more or apply for this role, please email your CV, marked for the attention of Maxine Tearle, to [email protected].

 

About the role

You will be responsible for the day-to-day servicing of your own clients including renewals, new business and general enquiries.  You will also work closely with our Head of Private Client and our Account Executive who both manage the relationship with many of our Private Clients and introducers.

The private client team at Hayes Parsons offers a range of insurance and risk management advice on a wide range of personal insurances. These are household, motor and travel and for varying sizes of clients from EDI through to High Net Worth.  

Whilst the role is primarily office-based you will get the opportunity to join Account Executives at client meetings and networking events if you wish.   

You will be responsible for:

Broking our Private Client business and negotiating with our chosen insurers as necessary for your own allocated clients; this will include obtaining quotations via online systems but also having to send bespoke broking presentations directly to insurers.

Co-ordinating with and supporting the activities of the Account Executives as needed with renewals and new business.

Helping to identify cross-selling opportunities and potential gaps in client cover.

Answering client queries via email and phone.

Issuing policy documentation in a timely and accurate way and ensuring your own diary is maintained.

Maintaining client records and ensuring they are compliant and accurate.

Assisting with credit control.

Maintaining good working relationships both internally and externally.

This role is full time and based in our central Bristol office and we would consider a working from home arrangement upon completion of your probation period.

 

Qualifications

For this role, we require that you have or are working towards completing the Chartered Insurance Institute’s Certificate in Insurance (Cert CII).

At Hayes Parsons we take pride in our professional development. We work with an internal trainer to provide valuable knowledge and support to the team during their qualifications. If you have already completed the Cert CII and want to continue to the Diploma in Insurance, Hayes Parsons will fully fund it for you.

 

Your skills and experience

For this role we require 3 or more years’ experience as a Personal insurance/Private Client Account Handler and we are particularly interested in candidates with some experience of dealing with High Net Worth clients.

You will be dealing with clients daily and so it is vital that you have a professional and friendly approach when answering enquiries. Your skill set will include:

Excellent organisational skills.

Ability to work quickly and efficiently.

A strong understanding of the main classes of personal insurance.

The ability to prioritise and organise your own workload and work to pressured deadlines.

The ability to negotiate effectively with insurers and clients.

The ability to communicate effectively, both verbally and in writing.

The ability to work as a member of a team, some of who will be working remotely.

 

Life at Hayes Parsons

“Hayes Parsons is a broker designed solely around the needs of its clients and ensuring its staff has the right tools to hand to provide a service which is both market leading and highly effective.” James Woollam, Managing Director

As a values-driven business, the way we work is incredibly important and at the heart of our business are our four core values.  We have won multiple awards for our training and apprenticeship programmes which you can find out more about here

Company culture is key at Hayes Parsons and we recently interviewed some staff about their role and why they choose to work here.  Two of these videos are below but you can watch more on our YouTube channel

You can find out more about Hayes Parsons on our LinkedInTwitter or Instagram pages.

 

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