Account Handler
Insurance
Warwickshire
Excellent salary plus benefits

Private Client Account Handler

Ref: 4206| Posted: 1st May 2024

Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions? Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton,  following the well-deserved retirement of a valued team member.

In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000. You'll leverage your expertise to understand their unique needs and risk profiles, then develop customised insurance plans that provide optimal protection and have the opportunity to grow your book and develop long-term relationships with your client.

Key Responsibilities:

  • Manage a book of HNW clients with premium levels exceeding £10,000
  • Cover a range of insurance from High-Value Motor, Home, Jewellery, Pet insurance, etc
  • Build and maintain long-term, trust-based relationships with clients.
  • Conduct comprehensive risk assessments to identify the most suitable insurance solutions.
  • Negotiate with underwriters to secure the best terms and conditions for your clients.
  • Process policy changes, endorsements, and renewals efficiently and accurately.
  • Champion client claims to achieve the best possible outcomes.

Thrive in this Role if You Have:

  • Proven experience in wealth management and handling client portfolios with premium levels above £10,000 and have high value motor & home insurance experience. Travel, pet, jewellery insurance would be desirable.
  • Exceptional relationship-building and communication skills to cultivate trust with high-net-worth clients.
  • Deep understanding of insurance products, risk assessment, and market trends.
  • Proven negotiation skills to secure the best deals for your clients.
  • Impeccable attention to detail and accuracy in all aspects of your work.

Growth and Earning Potential:

  • You'll be incentivised to grow your client base and earn commission bonuses based on new business generated.
  • The company offers a competitive salary package DOE on top of the commission structure.
  • There's an annual discretionary bonus scheme that recognises outstanding performance.

The company fosters growth and development, providing opportunities to advance your career alongside a growing team. In addition to the competitive salary and commission structure, you'll also benefit from a comprehensive benefits package that includes:

  • Pension: Minimum 4% contribution, with a generous employer matching of 4% (capped at 4% of your salary).
  • Annual Leave: 25 days of annual leave, excluding Bank Holidays, with the option to purchase an additional 5 days. You'll also accrue an additional day of leave every two years.
  • Health and Wellbeing: Health cash plan, life insurance, and income protection are all included.
  • Voluntary Benefits: A wide range of voluntary benefits are available, including:
    • Cycle to work scheme
    • Dental insurance
    • Holiday buy (salary sacrifice scheme to purchase additional leave)
    • Travel insurance
    • Virtual GP service
    • Discount portal
    • And many more!

The role is an office based role, they support hybrid working pattern which includes 3 days in the office on a Tuesday, Wednesday and Friday and 2 days working from home – this is at the discretion of the business needs.

At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we’re looking for in this or other roles.