Job Overview
We are looking for a High Net Worth Account Handler to join our expanding team in Fareham. This is a full-time hybrid role, with three days in the office and two days working remotely.
Role Responsibilities
As an Account Handler, you will:
* Assist and support an Account Executive with day-to-day client management
* Manage the insurance needs of high net worth clients
* Handle policy renewals and mid-term adjustments
* Provide exceptional customer service and support to maintain long-term client relationships
* Ensure accuracy and attention to detail in all client and policy documentation
Desired Skills & Attributes
* Strong communication and interpersonal skills
* Ability to build and maintain positive client and colleague relationships
* Confident negotiation skills
* Excellent customer service mindset
* Strong organisational skills and attention to detail
* IT literate with the ability to quickly learn new systems
* A proactive thinker who can find solutions outside of the box
Important Information
* Previous insurance experience is desirable but not essential – full training will be provided
* Industry qualifications will be fully funded
* Competitive salary (dependent on experience)
* Excellent career progression opportunities within a growing business
If you are a dynamic individual with a passion for customer service and relationship management, we'd love to hear from you.
Job Type: Full-time
Pay: From £25,000.00 per year
Benefits:
* Company events
* Company pension
* Free parking
* Life insurance
* On-site parking
* Sick pay
Experience:
* Customer service: 1 year (preferred)
Work Location: In person