Private Account Handler

Private Client Account Handler - Broker – High Net Worth Insurance
To 50k 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