Join a Leading Private Client Team
Insure Recruitment is proud to be recruiting for a Private Client Account Handler to work alongside a highly successful Account Executive, supporting the management of an established Ultra-High-Net-Worth portfolio generating approximately £750,000 in annual income.
This is an excellent opportunity for an ambitious insurance professional looking to develop their expertise within the HNW and UHNW market, working with complex and prestigious insurance programmes.
The Role
Working closely with the Account Executive, you will play a key role in delivering outstanding service to an affluent client base, including successful entrepreneurs, property investors, business owners and high-net-worth families.
Key responsibilities include:
- Supporting the day-to-day management of a substantial HNW and UHNW portfolio.
- Preparing renewals, market submissions and insurer presentations.
- Managing policy amendments, documentation and client queries.
- Building strong relationships with clients and insurer partners.
- Supporting claims activities and policy servicing.
- Assisting with cross-selling opportunities and portfolio growth.
- Ensuring FCA compliance and maintaining accurate records.
What we're looking for
- Previous insurance Account Handling experience.
- Experience within Private Clients, Mid-Net-Worth (MNW) or High-Net-Worth (HNW) Home Insurance is highly desirable.
- We will also consider candidates from a Commercial Insurance background who have Acturis experience and are keen to transition into the Private Client insurance sector.
- Excellent communication and client relationship skills.
- Strong organisational ability and attention to detail.
- Professional and proactive approach.
- Acturis experience highly desirable.
- Cert CII qualified or working towards qualifications would be advantageous.
What's on offer?
- Salary of £35,000 – £40,000 depending on experience.
- Hybrid working following initial training.
- 25 days holiday plus bank holidays, increasing with service.
- Pension scheme, life assurance and income protection.
- Healthcare Cash Plan and Employee Assistance Programme.
- Access to lifestyle, wellbeing and retail discounts.
- Professional development and qualification support.
- Opportunity to work alongside an experienced Account Executive on a significant UHNW portfolio.
- Excellent long-term career progression within the Private Client insurance market.
Interested? If you're passionate about delivering exceptional client service and are looking to build a long-term career within the High-Net-Worth insurance sector, we'd love to hear from you. Whether you already have Private Client experience or are looking to transition from Commercial Insurance with strong Acturis knowledge, this could be the perfect next step in your career.
Apply to the role with your latest CV and speak to the Insure Recruitment Team for further information.