Private Account Handler

Private Client Account Handler - Broker High Net Worth Insurance To 50k 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 ..... full job details .....