Commercial Account Handler High Net Worth Insurance
Location: Office Based, Finchley London
Salary: £35,000 £50,000 (depending on experience) + benefits
An exciting opportunity has arisen for an experienced and detail-oriented Commercial Account Handler to join a respected and expanding insurance brokerage. This is a fantastic role for someone who takes pride in delivering outstanding service, building trusted relationships, and providing bespoke insurance solutions to high-net-worth clients.
Youll work with a supportive and professional team dedicated to excellence in client care.
As a Private Clients Account Handler, youll play a key role in managing and supporting a portfolio of high-net-worth clients. Youll be their go-to contact for all insurance needs, ensuring each policy is expertly managed, accurately documented, and tailored to individual circumstances.
Key Responsibilities:
Client Relationship Management: Build and maintain strong relationships with clients, acting as their main point of contact for all enquiries and policy matters.
Policy Management: Handle policy renewals, amendments, endorsements, and certificates with precision and care.
Underwriting Collaboration: Work closely with underwriters to negotiate competitive terms and secure the most suitable cover for each client.
Risk Analysis: Review client portfolios to identify potential coverage gaps or enhancements.
Compliance: Ensure all policies meet current industry regulations and contractual requirements.
Documentation: Maintain accurate, well-organised electronic files and prepare regular client reports.
Business Development: Identify opportunities to upsell or cross-sell products that add value to clients.
Customer Service Excellence: Provide exceptional service through timely, professional, and attentive client support.
Quality Assurance: Carry out quality checks and contribute to continuous process improvements.
About You
Were looking for an insurance professional with strong technical knowledge and a passion for service excellence.
Experience & Qualifications:
Solid understanding of insurance products, underwriting principles, and FCA regulations, ideally within the Private Clients or High Net Worth sector.
Exceptional communication and interpersonal skills with a client-focused approach.
Meticulous attention to detail and accuracy in documentation and policy management.
Strong problem-solving and analytical skills.
Team player with the ability to collaborate effectively with colleagues and external partners.
Proficiency in Acturis and Microsoft Office Suite.
Commitment to ethical practices and compliance with industry standards.
Relevant CII qualifications (or working towards them) would be an advantage.
Whats on Offer
Competitive salary of £35,000 £50,000 DOE.
Support for ongoing professional development and CII qualifications.
A chance to work with a respected, client-focused team in a collaborative and forward-thinking environment.
Opportunities for career progression and long-term development.
If youre a passionate insurance professional who values precision, client trust, and service excellence, this role offers the perfect platform to develop your career in the Private Clients / High Net Worth insurance sector.
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