Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
Your proven claims handling experience within all classes of commercial claims will allow you to ensure professional and efficient management of all claims from cradle to grave, dealing with these classes of business and presenting claims MI.
We have an exciting opportunity for an experienced Commercial Insurance Claims Handler to join our Claims Specialty Team based in Birmingham.
This role is very customer focussed, requiring you to provide an excellent claims service to our clients.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.