Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage insurance for high net worth clients and provide tailored solutions.
- Company: Established insurance brokerage with a focus on exceptional service.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in Private Clients insurance and strong communication skills.
- Other info: Immediate start available with a focus on career development.
Ribble Recruitment is assisting an established insurance brokerage with the appointment of a Commercial Account Handler to support its Private Clients / High Net Worth portfolio. This role is ideal for an experienced account handler with strong technical knowledge of HNW and Private Clients insurance, who prides themselves on exceptional service delivery and attention to detail.
The Role
As a Commercial Account Handler, you will play a critical role in supporting private and high net worth clients, ensuring their insurance arrangements are accurately managed and aligned to their risk profiles. You will work closely with clients, underwriters, and internal colleagues to deliver tailored insurance solutions and a consistently high standard of service.
Key Responsibilities
- Client Relationship Management
- Build and maintain strong relationships with Private Clients and High Net Worth individuals
- Act as the primary point of contact for client enquiries and requests
- Understand complex insurance needs and provide tailored advice and solutions
- Policy Management
- Handle policy enquiries, mid-term adjustments, and renewals
- Ensure accuracy of policy documentation, endorsements, and certificates of insurance
- Liaise with underwriters to negotiate and secure appropriate coverage terms
- Risk Assessment and Analysis
- Analyse client risk profiles to identify gaps and opportunities for enhanced coverage
- Remain up to date with industry developments, emerging risks, and regulatory changes
- Compliance and Regulation
- Ensure all policies comply with industry regulations and contractual obligations
- Keep clients informed of regulatory changes and their implications
- Documentation and Reporting
- Maintain accurate and well-organised electronic client files
- Prepare and deliver reports relating to clients' insurance portfolios
- Business Development Support
- Identify opportunities for upselling and cross-selling relevant insurance products
- Work collaboratively with colleagues to support business growth
- Knowledge, Training, and Quality Assurance
- Maintain strong technical knowledge of Private Clients and HNW insurance products
- Participate in ongoing training and professional development
- Carry out peer quality checks to minimise errors and improve service standards
- Additional Duties
- Undertake other reasonable duties as required to meet the needs of the business
Essential Experience and Skills
- Proven experience as an Account Handler within Private Clients / High Net Worth insurance
- Strong knowledge of insurance products, underwriting principles, and industry regulations
- Excellent communication and interpersonal skills
- High level of accuracy and attention to detail
- Strong analytical and problem-solving abilities
- Ability to work effectively within a collaborative team environment
- Proficiency in Acturis and Microsoft Office
- Commitment to ethical business practices and regulatory compliance
Why Apply?
- Competitive salary depending on experience
- Opportunity to work with a high-quality Private Clients portfolio
- Supportive and professional working environment
- ASAP start available
Commercial Account Handler employer: Ribble Recruitment Ltd
Contact Detail:
Ribble Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with high net worth clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of HNW insurance products. We want you to showcase your expertise and confidence when discussing complex insurance needs with potential employers.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing that Commercial Account Handler role. We’re all about making connections and helping you find the right fit, so don’t miss out on the opportunity!
We think you need these skills to ace Commercial Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Commercial Account Handler role. Highlight your experience with Private Clients and High Net Worth insurance, and don’t forget to showcase your attention to detail and communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that demonstrate your ability to manage client relationships and handle complex insurance needs.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of HNW and Private Clients insurance, make sure to include relevant qualifications or training in your application. We want to see that you’re up-to-date with industry developments!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Ribble Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of Private Clients and High Net Worth insurance products. Understand the key principles of underwriting and be ready to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Communication Skills
As a Commercial Account Handler, you'll need to build strong relationships with clients. Prepare examples of how you've effectively communicated complex information to clients or colleagues in the past, highlighting your interpersonal skills.
✨Demonstrate Attention to Detail
This role requires a high level of accuracy. Be prepared to discuss specific instances where your attention to detail made a difference, whether it was in policy management or risk assessment. Bring along any relevant documentation that showcases your organisational skills.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities. Think about potential scenarios you might face as an Account Handler and how you would approach them. This will show your analytical skills and your ability to think on your feet.
