At a Glance
- Tasks: Manage high-net-worth client accounts and deliver exceptional service.
- Company: Join a successful team in the insurance industry with growth opportunities.
- Benefits: Competitive salary, benefits package, and support for professional qualifications.
- Other info: Enjoy a dynamic work environment with clear paths for career progression.
- Why this job: Elevate your career while building lasting relationships with high-net-worth clients.
- Qualifications: Experience in insurance and strong client relationship skills.
Location: Onsite / Hybrid Working - TBD
Job Type: Full-time, Permanent
Salary: Competitive + Benefits Package + Professional Qualification Support
Are you an ambitious insurance professional looking to elevate your career in High-Net-Worth (HNW) Private Clients? We are seeking a driven, client-focused Private Clients Account Handler to join a highly successful and expanding team. If you excel at building lasting client relationships, have a passion for delivering exceptional service, and want a clear path to accelerated career progression—this is the role for you!
The Role
As a Private Clients Account Handler, you will manage and nurture an existing book of clients while working collaboratively with senior team members on larger, complex accounts.
Key Responsibilities:
- Client Relationship Management: Build strong, long-lasting rapport with high-net-worth individuals, managing their ongoing insurance requirements and renewals.
- Full Account Support: Assist on larger accounts from start to finish—attending client meetings, taking detailed notes, negotiating with insurers, and preparing renewal presentations and terms.
- Consultative Guidance: Take a proactive approach to understand client needs and provide tailored insurance solutions.
PRIVATE CLIENTS ACCOUNT HANDLER employer: Cowell Recruitment Ltd
Join a well-established company in Taunton that prioritises employee growth and development, offering competitive salaries and a comprehensive benefits package. With ongoing training opportunities, including support for professional qualifications, and a friendly work culture, you will thrive in a role that allows you to build meaningful client relationships while enjoying a healthy work-life balance. Our commitment to your well-being is reflected in our generous holiday allowance, pension contributions, and access to various lifestyle benefits.
