Private Client Account Handler

Insure Recruitment is working with a well-established and highly respected insurance broker to recruit a Private Client Account Handler.

This is an excellent opportunity for an experienced insurance professional who enjoys developing trusted client relationships and delivering a highly personal service.

Our client offers a supportive working environment, ongoing training and excellent opportunities to build a long-term career within a growing insurance business.

• Manage private client policies throughout the full insurance lifecycle.

• Handle renewals, mid-term adjustments and policy amendments.

• Support new business enquiries and prepare insurance quotations.

• Review clients' insurance requirements and recommend appropriate cover.

• Liaise with insurers and underwriters to obtain competitive terms.

• Produce accurate policy documentation and correspondence.

• Build strong and trusted relationships with clients.

• Respond professionally to client queries by telephone and email.

• Identify opportunities to improve clients' existing cover.

• Introduce relevant additional insurance products where appropriate.

• Maintain accurate and compliant client records.

• Ensure all work meets FCA and internal regulatory requirements.

• Work collaboratively with colleagues across the wider business.

To be considered for the Private Client Account Handler opportunity, you should have previous experience working within insurance, ideally gained within an insurance broker, insurer, personal lines or private client environment.

You may currently be working as an:

• Insurance Advisor

• Personal Lines Account Handler

• Private Client Advisor

• High Net Worth Account Handler

• Insurance Account Handler

The successful candidate will ideally have:

• Previous insurance broking or insurer experience.

• Knowledge of personal lines, private client or high-net-worth insurance.

• Experience handling household, motor and associated personal insurance products.

• Experience managing renewals and mid-term adjustments.

• Excellent customer service and relationship-building skills.

• Strong communication and organisational skills.

• High attention to detail.

• A professional and consultative approach.

• Experience using Acturis or another insurance broking system would be advantageous.

• Cert CII qualifications or a desire to study towards professional qualifications.

The successful Private Client Account Handler will receive an excellent package including:

• Competitive salary (up to £40Kpa, salary can be flexible dependant on experience)

• 25 days' annual leave plus bank holidays.

• Holiday buy and sell scheme.

• Company pension.

• Life assurance.

• Private medical and wellbeing benefits.

• Employee Assistance Programme.

• Support towards Cert CII and further professional qualifications.

• Ongoing training and career development.

• Flexible employee benefits.

• Genuine opportunities for career progression.

• Friendly, collaborative and supportive working environment.

• Hybr id working flexibility after training and induction period

They invest heavily in their people, offering structured training, professional development and genuine career progression within a supportive and collaborative environment.

If you're an experienced Private Client Account Handler looking to join a successful insurance broker where you can continue developing your career, we'd love to hear from you.

Apply today through Insure Recruitment with your latest CV or email for further information.

All enquiries and applications will be handled in the strictest confidence.