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For Companies At a Glance
- Tasks: Manage a portfolio of high-value private clients and deliver tailored insurance solutions.
- Company: Join a respected and growing insurance broker with a supportive team culture.
- Benefits: Competitive salary, quarterly bonuses, hybrid working, and professional development opportunities.
- Why this job: Make a real impact by building strong relationships with high-net-worth clients.
- Qualifications: 1+ year experience in private household insurance and strong client servicing skills.
- Other info: Clear career progression and potential leadership pathways available.
The predicted salary is between 36000 - 60000 £ per year.
Insure Recruitment is proud to be partnering with a highly respected and growing insurance broker to recruit a Private Client Account Handler to join their established High Net Worth (HNW) team. This is an excellent opportunity for someone who is passionate about delivering a high level of personalised, consultative service while managing a quality portfolio of HNW clients.
The Opportunity
- Manage a carefully curated portfolio of high-value private clients, where service quality and relationship-building are key.
- Manage a portfolio generating approximately £250,000 income.
- Service around 200 private household clients.
- Handle policies with premiums up to £7,000+.
- Deliver tailored advice to meet complex, high-value insurance needs.
- Build strong, long-term client relationships.
Key Responsibilities
- Manage renewals, mid-term adjustments (MTAs), and all day-to-day servicing.
- Work closely with insurers to deliver bespoke insurance solutions.
- Support on larger or more complex cases, including renewals and client interactions.
- Identify and act on cross-selling opportunities, including referrals into commercial lines.
- Deliver a high-end, client-focused service aligned to HNW expectations.
What You’ll Receive
- Competitive salary (negotiable depending on experience).
- Quarterly bonus for successful cross-selling into commercial lines.
- Hybrid working – typically 2 days in the office and 3 from home.
- Subsidised parking via salary sacrifice.
- Supportive and collaborative team environment (team of 14).
- Continued professional development toward CII / DipCII / ACII qualifications.
- Clear career progression opportunities, including potential leadership pathways.
What You’ll Need
- A minimum of 1 year’s experience handling private household insurance (essential).
- Experience within Private Clients / HNW insurance (highly desirable).
- Strong background in renewals, MTAs, and client servicing.
- Confidence in managing a client portfolio and building relationships.
- Ability to identify upsell and cross-sell opportunities.
- Experience using Acturis is beneficial but not essential (training can be provided).
- Strong communication skills with a professional, consultative approach.
Additional Opportunities
We are also keen to speak with more experienced Private Client professionals. If you have prior management or mentoring experience, there is potential to be considered for a leadership opportunity within the team.
Get in Touch
Find out whether this could be your perfect next move. Call our friendly and experienced team.
Our Commitment
At Insure Recruitment, we partner with clients who are committed to building diverse, inclusive, and authentic workplaces. If you’re excited about this role but don’t meet every requirement, we still encourage you to apply - you could be exactly who we’re looking for.
Private Client Handler (Household) in Colchester employer: Insure Recruitment
Contact Detail:
Insure Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Handler (Household) in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for a Private Client Handler role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to high net worth clients. Be ready to discuss how your experience aligns with their needs and how you can deliver that top-notch, personalised service they’re after.
✨Tip Number 3
Showcase your relationship-building skills! During interviews, share specific examples of how you've successfully managed client portfolios and built long-term relationships. This will demonstrate your ability to thrive in a client-focused environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Private Client Handler (Household) in Colchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Private Client Handler role. Highlight your experience in handling high-value clients and managing renewals, as these are key aspects of the job.
Craft a Personal Cover Letter: Use your cover letter to showcase your passion for delivering personalised service. Share specific examples of how you've built strong client relationships in the past, as this will resonate well with us at StudySmarter.
Showcase Your Communication Skills: Since strong communication is essential for this role, ensure your application is clear and professional. Use a consultative tone in your writing to demonstrate your ability to engage with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures your application gets the attention it deserves from our team!
How to prepare for a job interview at Insure Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of high net worth insurance and the specific needs of private clients. Familiarise yourself with common policies, premiums, and the types of bespoke solutions that might be required. This will show your potential employer that you're not just interested in the role, but that you understand the intricacies involved.
✨Showcase Your Relationship Skills
Since this role is all about building strong client relationships, be prepared to share examples from your past experiences where you've successfully managed client portfolios. Highlight how you’ve delivered personalised service and handled complex cases, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during your interview. Think about how you would handle renewals, mid-term adjustments, or even cross-selling opportunities. Practising these scenarios can help you articulate your thought process and demonstrate your problem-solving skills effectively.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client servicing or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.