Job title: Private client - Account HandlerSalary: 45,000Location: 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 productsStrong knowledge of insurance markets with existing insurer relationshipsRisk-aware when handling customer information SKILLS Excellent communication and negotiation skillsStrong customer service focus with the ability to build and maintain client relationshipsHigh level of accuracy and attention to detailAbility to take initiative and support team members proactivelyComputer literacy, with experience using Acturis preferred DAY-TO-DAY Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performanceMaintain regular contact with clients to ensure their insurance needs are met and service levels are upheldCollaborate with Account Executives and Handlers to ensure a seamless customer experienceMaintain professional, clear, and complete client records, ensuring continuity when absentParticipate in client meetings, renewals, appraisals, and service meetingsEnsure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principlesEngage 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 JBRP1_UKTJ
Job Title
Private Clients - Account Handler