Private Clients / High Net Worth Account Handler
Stockport
We're working with a well-established and reputable insurance broker with an office in Stockport, looking to appoint a Private Clients / High Net Worth Account Handler to support a growing portfolio of high-value clients.
This is a client-focused, technically engaging role suited to someone who enjoys delivering a high standard of service, building long-term relationships and working with High Net Worth personal lines risks.
The role
You'll be responsible for the day-to-day servicing of a portfolio of Hight Net Worth and Private Clients, acting as a trusted point of contact and ensuring policies are managed accurately and proactively.
* Handling new business, renewals, mid-term adjustments and queries across High Net Worth personal lines
* Managing risks including high-value home, contents, motor, collections and associated covers
* Liaising with insurers and underwriters
* Providing clear, professional advice and documentation to clients
* Ensuring policies are administered compliantly and to FCA standards
* Building strong relationships with both clients and insurer partners
What they're looking for
* Previous experience with Private Clients or High Net Worth insurance
* Confident communicator, comfortable dealing with affluent clients
* Proactive, service-driven mindset with a calm and professional approach
* Cert CII (or working towards) would be advantageous, but not essential
The business & culture
* Established insurance broker with a strong reputation in the local and national market
* Supportive, collaborative team environment
* Professional but down-to-earth culture - quality service without unnecessary bureaucracy
* Opportunity to develop technical expertise and progress long-term within the business
What's on offer
* Competitive salary, dependent on experience
* Office-based role in Stockport, with some flexibility where appropriate
* Support for professional development and insurance qualifications
* Stable, long-term opportunity within a respected brokerage
This is an excellent opportunity for a capable insurance professional who enjoys working with high-quality clients and wants to be part of a business that values service, expertise and professionalism.
For a confidential conversation, apply or get in touch:
tom.wolverson@strideresource.com
07966087813