PRIVATE CLIENTS ACCOUNT HANDLER who has gained 17 years industry experience. Currently works for an Account Executive on a daily basis handling Mid Net worth to High Net Worth policies up to £3,000. Corresponds with clients by phone, email and written correspondence. Issues and invites renewals on behalf of an Account Executive. Deals with mid-term adjustments on a daily basis. Works to a deadlines to ensure the renewals are issued on time. Occasionally helps as a referral point to other member of the team. Previously dealt with general Insurance of Household, Motor and Marine.
Certificate of the Chartered Insurance Institute.
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