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Permanent

Private Client Account Handler

Insure Recruitment
Grays
money-bag £35000 Annual
Posted: 29 July 2026 (Today)
Closing date: 28 August 2026
Ref: 3145618581

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. As a Private Client Account Handler, you will manage and support a portfolio of private clients, ensuring they receive suitable insurance protection and an exceptional standard of service. Key Responsibilities 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 ..... full job details .....

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