Private Account Handler

Private Client Account Handler - Broker – High Net Worth Insurance

To 45k DOE, negotiable if you are a superstar.

Are you passionate about delivering exceptional service to high-net-worth clients? Do you thrive in a role where no two days are the same? If so, our client would love to hear from you.

We’re looking for a Private Clients Account Handler – Broker who can bring skill, dedication, and personality to one of the UK’s leading independent insurance brokers.

What You’ll Be Doing as an Account Handler - Broker

* Acting as the trusted advisor for a portfolio of affluent private clients

* Handling all aspects of personal insurance policies including enquiries, changes, renewals, and documentation

* Conducting risk assessments to identify coverage gaps and advise on tailored insurance solutions

* Negotiating policy terms with underwriters to secure optimal cover for your clients

* Maintaining accurate client records and preparing comprehensive insurance reports

* Delivering top-tier customer service that ensures long-term client satisfaction and loyalty

* Staying ahead of industry regulations, trends, and product developments

* Supporting new business initiatives and identifying cross-sell opportunities

What they’re Looking For:

* Proven experience in Private Clients / High Net Worth insurance

* Exceptional communication and client relationship management skills

* Confident using Acturis and Microsoft Office

* Detail-oriented with strong documentation and compliance knowledge

* A team player with analytical insight and commercial awareness

* A natural problem-solver with a proactive approach to client service

Why join our client?

* A respected and growing broker with a reputation for excellence

* Work with prestigious private clients and market-leading underwriters

* Ongoing training and professional development

* Collaborative, supportive team environment

* Competitive salary + benefits + potential for career progression

Apply now to take the next step in your insurance career. Join a firm that values your expertise, rewards your achievements, and supports your ambitions