Job title: Private client - Account Handler
Please ensure you read the below overview and requirements for this employment opportunity completely.
Salary: £45,000
Location: Buckinghamshire
PURPOSE OF ROLE
An experienced insurance professional is needed to join a respected brokerage as a Private Clients Account Handler. This role is ideal for someone with strong account handling skills, attention to detail, and excellent customer service.
You will support the Private Clients Team in managing and broking both new and existing business within their household and motor division.
EXPERIENCE
A minimum of two years' experience as an Account Handler within an insurance brokerage.
Experience handling Personal Lines / High Net Worth (HNW) insurance products
Strong knowledge of insurance markets with existing insurer relationships
Risk-aware when handling customer information
SKILLS
Excellent communication and negotiation skills
Strong customer service focus with the ability to build and maintain client relationships
High level of accuracy and attention to detail
Ability to take initiative and support team members proactively
Computer literacy, with experience using Acturis preferred
DAY-TO-DAY
Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performance
Maintain regular contact with clients to ensure their insurance needs are met and service levels are upheld
Collaborate with Account Executives and Handlers to ensure a seamless customer experience
Maintain professional, clear, and complete client records, ensuring continuity when absent
Participate in client meetings, renewals, appraisals, and service meetings
Ensure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principles
Engage in ongoing professional development to enhance skills and industry knowledge
If you have the relevant experience or know someone that does please contact me now on 07458 162 853 or email us at
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