At a Glance
- Tasks: Manage and service high-net-worth client accounts with tailored insurance solutions.
- Company: Join a leading independent Chartered Insurance Broker in Bristol.
- Benefits: Salary up to £35k, hybrid working, generous benefits, and excellent bonuses.
- Other info: Dynamic team environment with opportunities to build relationships and enhance skills.
- Why this job: Great opportunity for career growth in high-net-worth insurance with professional development support.
- Qualifications: Experience in personal lines insurance; Cert CII qualification is a plus.
The predicted salary is between 31500 - 38500 £ per year.
An established, independent Chartered Insurance Broker seeks a HNW / Private Client Account Handler to join their specialist Private Client team. The Account Handler will work closely with Client Executives and Account Directors to provide expert advice and tailored insurance solutions. You will also have the opportunity to manage your own portfolio of clients with the support of the broader team. Whether you're an experienced Private Client Advisor or a Personal Lines Account Handler looking to develop your career in high-net-worth insurance, this role provides an excellent opportunity for professional growth and development with one of Bristol’s leading independent Brokers.
Responsibilities will include:
- Managing and servicing a portfolio of Private Client accounts from renewal through to day-to-day administration
- Supporting Client Executives and Account Directors with broking activities, reporting and client servicing
- Responding to client enquiries and policy changes promptly and professionally
- Providing a proactive and professional service for both internal and external contacts, including clients, insurers and colleagues
- Identifying opportunities to improve client cover through cross-selling and reviewing potential gaps in cover
- Maintaining accurate records and ensuring compliance with regulatory and company standards
- Being the first point of contact for day-to-day enquiries from clients, providers and other internal and external stakeholders
Key Skills/Experience Required:
- Previous personal lines insurance experience with exposure to HNW / Private Clients insurance beneficial
- Knowledge of relevant Insurance Products and services and understanding of the principles of insurance
- Excellent organisational skills and the ability to manage multiple priorities
- Excellent communication and relationship-building skills
- Ability to negotiate effectively with clients and insurers
- Competent user of Microsoft Office applications
- Cert CII qualified or actively working towards the qualification
Salary/Benefits Information:
- Salary to £35k
- Hybrid working
- Generous Benefits package
- Excellent bonus – both company and individual
- Genuine scope to develop your career with a growing broker
- Support towards professional qualifications and continued career development
Account Handler in Bristol employer: Cavendish Maine Recruitment Careers
As an award-winning independent insurance broker, our client offers a unique opportunity for Commercial Account Executives to thrive in a supportive and stable environment. With an established client portfolio from day one, employees benefit from strong local team support, flexible hybrid working arrangements, and a competitive bonus structure, all while being part of a company that values independence and long-term growth. This role not only allows for personal development within the South Wales market but also fosters meaningful relationships with clients and colleagues alike.
Contact Details:
Cavendish Maine Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler in Bristol
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Cavendish Maine Recruitment Careers). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Cavendish Maine Recruitment Careers. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Handler in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Cavendish Maine Recruitment Careers.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Cavendish Maine Recruitment Careers. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Cavendish Maine Recruitment Careers
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Cavendish Maine Recruitment Careers to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Cavendish Maine Recruitment Careers, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Cavendish Maine Recruitment Careers's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
