Insure Recruitment is proud to be partnering with a highly respected and growing insurance broker to recruit a Private Client Account Handler to join their established High Net Worth (HNW) team.
This is an excellent opportunity for someone who is passionate about delivering a high level of personalised, consultative service while managing a quality portfolio of HNW clients.
The Opportunity
You will manage a carefully curated portfolio of high-value private clients, where service quality and relationship-building are key.
- Manage a portfolio generating approximately £250,000 income
- Service around 200 private household clients
- Handle policies with premiums up to £7,000+
- Deliver tailored advice to meet complex, high-value insurance needs
- Build strong, long-term client relationships
Key Responsibilities
- Manage renewals, mid-term adjustments (MTAs), and all day-to-day servicing
- Work closely with insurers to deliver bespoke insurance solutions
- Support on larger or more complex cases, including renewals and client interactions
- Identify and act on cross-selling opportunities, including referrals into commercial lines
- Deliver a high-end, client-focused service aligned to HNW expectations
What You’ll Receive
- Competitive salary (negotiable depending on experience)
- Quarterly bonus for successful cross-selling into commercial lines
- Hybrid working – typically 2 days in the office and 3 from home
- Subsidised parking via salary sacrifice
- Supportive and collaborative team environment (team of 14)
- Continued professional development toward CII / DipCII / ACII qualifications
- Clear career progression opportunities, including potential leadership pathways
What You’ll Need
- A minimum of 1 year’s experience handling private household insurance (essential)
- Experience within Private Clients / HNW insurance (highly desirable)
- Strong background in renewals, MTAs, and client servicing
- Confidence in managing a client portfolio and building relationships
- Ability to identify upsell and cross-sell opportunities
- Experience using Acturis is beneficial but not essential (training can be provided)
- Strong communication skills with a professional, consultative approach
Additional Opportunities
We are also keen to speak with more experienced Private Client professionals.
If you have prior management or mentoring experience, there is potential to be considered for a leadership opportunity within the team.
Get in Touch
Find out whether this could be your perfect next move.
Call our friendly and experienced team on 01483 668700.
Our Commitment
At Insure Recruitment, we partner with clients who are committed to building diverse, inclusive, and authentic workplaces. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply - you could be exactly who we’re looking for.