Account Handler in Hampshire

We are actively looking for an Account Handler to join our growing Private Clients team. This is a great office-based opportunity to join a highly successful team and develop your experience and career within High-net-worth insurance. You will be responsible for building relationships with an existing book of clients and working closely with the wider team to achieve objectives.

Key Accountabilities

• Working with existing clients and supporting their needs and building relationships.
• Attending meetings, taking notes, speaking to insurers, working through renewal presentations and renewals terms etc.
• Updating and maintaining collection specifications.
• Identifying and exploring opportunities for existing clients to drive the best possible outcome for parties. Eg. A private client may also require a commercial policy.
• Expand your insurance knowledge and become Cert CII qualified.
• Advise on products and solutions - thinking about client needs and referring identified opportunities.

Skills & Experience

• You will have experience developing and building long lasting relationships with Private or HNW Clients.
• You must have a passion for excellent customer service.
• You are able to work closely with colleagues to support on larger accounts from start to finish.
• You are tenacious and have a business curiosity.
• You are willing to learn, as every day will be different.
• You are consultative, have the ability to question effectively and will be an active listener.

Rewards

• Excellent training and development schemes with accelerated career progression.
• Company funded CII professional qualification.
• Enhanced maternity & paternity policies.
• Cycle to work loan scheme available to all employees.
• Access to discounted personal health policies as well as a range of insurance products including home, motor, travel, specialist vehicles, critical illness, private medical, income protection etc.
• Access to hundreds of high-street retailer discounts through our reward and recognition platform.
• Employee Assistance Programme (EAP) to support employees outside of work.

Additional Benefits

• 25 days holiday (plus bank holidays), increasing through length of service.
• A set of core benefits, designed with your health and financial protection in mind:
• Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen.
• Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury.
• Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025.
• Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits.
• Access to a host of lifestyle and financial benefits that you can choose from:
• Discounts on gym membership across the UK.
• Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase.
• Access to discounted personal health policies - Critical illness, private medical, dental plans.
• A range of insurance products available commission free, including home, motor, travel and specialist vehicles.
• Access to hundreds of high-street retailer discounts.
• Employee Assistance Programme (EAP) to support employees outside of work.