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- Tasks: Be the go-to advisor for high-net-worth clients, managing their personal insurance needs.
- Company: Join one of the UK's top independent insurance brokers with a stellar reputation.
- Benefits: Enjoy competitive pay, ongoing training, and a supportive team environment.
- Why this job: Experience diverse challenges while delivering exceptional service to prestigious clients.
- Qualifications: Previous experience in high net worth insurance and strong communication skills required.
- Other info: Great opportunity for career progression in a respected firm.
The predicted salary is between 36000 - 54000 £ per year.
To 45k DOE, negotiable if you are a superstar. Are you passionate about delivering exceptional service to high-net-worth clients? Do you thrive in a role where no two days are the same? If so, our client would love to hear from you.
We’re looking for a Private Clients Account Handler – Broker who can bring skill, dedication, and personality to one of the UK’s leading independent insurance brokers.
What You’ll Be Doing as an Account Handler - Broker:
- Acting as the trusted advisor for a portfolio of affluent private clients
- Handling all aspects of personal insurance policies including enquiries, changes, renewals, and documentation
- Conducting risk assessments to identify coverage gaps and advise on tailored insurance solutions
- Negotiating policy terms with underwriters to secure optimal cover for your clients
- Maintaining accurate client records and preparing comprehensive insurance reports
- Delivering top-tier customer service that ensures long-term client satisfaction and loyalty
- Staying ahead of industry regulations, trends, and product developments
- Supporting new business initiatives and identifying cross-sell opportunities
What they’re Looking For:
- Proven experience in Private Clients / High Net Worth insurance
- Exceptional communication and client relationship management skills
- Confident using Acturis and Microsoft Office
- Detail-oriented with strong documentation and compliance knowledge
- A team player with analytical insight and commercial awareness
- A natural problem-solver with a proactive approach to client service
Why join our client?
- A respected and growing broker with a reputation for excellence
- Work with prestigious private clients and market-leading underwriters
- Ongoing training and professional development
- Collaborative, supportive team environment
- Competitive salary + benefits + potential for career progression
Apply now to take the next step in your insurance career. Join a firm that values your expertise, rewards your achievements, and supports your ambitions.
Private Client Account Handler - Broker employer: Equation Recruitment
Contact Detail:
Equation Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Account Handler - Broker
✨Tip Number 1
Network with professionals in the high-net-worth insurance sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in high-net-worth insurance. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying informed in a dynamic industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've delivered exceptional client service in previous roles. Highlighting your problem-solving skills and ability to build strong relationships will resonate well with potential employers.
✨Tip Number 4
Research the company thoroughly before your interview. Understanding their values, client base, and recent achievements will allow you to tailor your responses and show genuine interest in becoming part of their team.
We think you need these skills to ace Private Client Account Handler - Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private clients or high net worth insurance. Use specific examples that demonstrate your skills in client relationship management and problem-solving.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional service to high-net-worth clients. Mention your understanding of the role and how your background aligns with the company's needs.
Highlight Relevant Skills: Emphasise your proficiency with Acturis and Microsoft Office, as well as your attention to detail and compliance knowledge. These are key skills that the company is looking for.
Showcase Your Industry Knowledge: Demonstrate your awareness of industry regulations, trends, and product developments in your application. This will show that you are proactive and committed to staying informed in the field.
How to prepare for a job interview at Equation Recruitment
✨Showcase Your Client Relationship Skills
Since the role involves acting as a trusted advisor for high-net-worth clients, be prepared to discuss your previous experiences in managing client relationships. Share specific examples of how you've built trust and delivered exceptional service.
✨Demonstrate Your Industry Knowledge
Stay updated on the latest trends and regulations in the insurance industry. During the interview, mention any recent developments or changes that could impact high-net-worth insurance, showcasing your proactive approach to staying informed.
✨Highlight Your Problem-Solving Abilities
As a Private Client Account Handler, you'll need to address unique client needs and challenges. Prepare to discuss instances where you've successfully identified coverage gaps and provided tailored solutions, emphasising your analytical skills.
✨Familiarise Yourself with Acturis and Microsoft Office
Since the role requires confident use of Acturis and Microsoft Office, brush up on these tools before the interview. Be ready to explain how you've used them in past roles to manage documentation and client records effectively.
