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Private client account handler - broker

Southgate
Equation Recruitment
Client account handler
£40,000 - £45,000 a year
Posted: 9 July
Offer description

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

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