Private Client Account Handler – Broker

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.