At a Glance
- Tasks: Manage and service high-net-worth client accounts while providing 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 genuine scope for career advancement.
- Why this job: Great opportunity for career growth in high-net-worth insurance with professional development support.
- Qualifications: Experience in personal lines insurance and strong communication skills required.
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 Bath employer: Cavendish Maine
Join a well-established DIY manufacturer that values innovation and employee development, offering a dynamic work culture where your expertise in procurement will be recognised and rewarded. With a diverse portfolio of over 6,000 SKUs and a commitment to growth, you'll have ample opportunities for professional advancement while enjoying competitive benefits such as flexible salary, bonuses, and life assurance. Located in a thriving area, this role not only promises meaningful work but also the chance to be part of a larger company dedicated to excellence.
