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Account handler

Chelmsford
Insight Select
Account handler
Posted: 12 September
Offer description

Account Handler

£30,000 - £40,000 | Colchester, Hybrid | Permanent

Are you passionate about delivering first-class client service? Do you enjoy building strong, long-term relationships and supporting clients with tailored solutions? We’re looking for a motivated Account Handler to join a successful and growing Private Clients team.

This is a fantastic opportunity to develop your career within high-net-worth (HNW) insurance, working with a supportive team that values collaboration, learning, and professional growth.

Key Responsibilities

* Build and maintain long-lasting relationships with Private and HNW clients.
* Deliver exceptional customer service, supporting clients with their insurance needs.
* Assist colleagues on larger accounts, including attending meetings, preparing renewal terms, and drafting presentations.
* Liaise with insurers and third parties to ensure client requirements are met.
* Identify opportunities within existing accounts to add value and support client growth.
* Work towards Cert CII qualification, supported by ongoing training and development.

About You

* Experience working with Private or HNW clients in insurance.
* Strong client service skills, with a consultative and proactive approach.
* Confident communicator, able to build rapport and manage relationships effectively.
* Detail-oriented, organised, and able to work collaboratively within a team.
* A genuine curiosity for business and a willingness to learn and grow within HNW insurance.

What’s on Offer

* Salary up to £40,000, depending on experience.
* Hybrid working – 2 days in the office, 3 from home.
* 25 days annual leave (plus bank holidays), increasing with service.
* Life assurance (4x salary), income protection, contributory pension.
* Access to healthcare cash plans, lifestyle discounts, gym memberships, and more.
* A supportive culture that values collaboration, growth, and making a positive difference.

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