High Net Worth Account Handler in Bolton

High Net Worth Account Handler in Bolton

Bolton Full-Time 40500 - 49500 £ / year (est.) No working from home possible
Stride Resource Management

At a Glance

  • Tasks: Manage high net worth accounts and provide top-notch client service.
  • Company: Established firm with a strong reputation in personal lines insurance.
  • Benefits: Salary up to £32,000 and exposure to high net worth clients.
  • Other info: Enjoy a straightforward office environment with opportunities for professional growth.
  • Why this job: Step into a polished role with an established portfolio and supportive team.
  • Qualifications: Experience in personal lines insurance and confidence in client interactions.

The predicted salary is between 40500 - 49500 £ per year.

This opportunity has opened up due to a long-standing Account Handler moving on, so there is an established portfolio of clients to look after. The book includes both personal lines and high net worth clients, so it would suit someone who is confident with day-to-day servicing but wants to step into a more polished, client-led environment.

What you will be doing:

  • Handling personal lines and high net worth accounts
  • Managing renewals, adjustments and general client servicing
  • Speaking with clients and insurers to keep cover accurate and competitive
  • Looking after an existing book and maintaining service standards

What they are looking for:

  • Personal lines insurance experience
  • Confidence dealing with renewals and client queries
  • A professional, organised approach
  • Someone ready to step into a more established account handling role

Why consider it:

  • Salary up to £32,000
  • Exposure to high net worth business
  • An established book of clients to manage
  • A straightforward office-based team environment

If you are in personal lines now and want a role with a better client book and a bit more substance to it, I would be happy to talk it through in confidence.

High Net Worth Account Handler in Bolton employer: Stride Resource Management

Stride Resource Management is an exceptional employer, offering a vibrant work culture that fosters innovation and collaboration in the heart of Newcastle. With a strong focus on employee growth, we provide ample opportunities for professional development and career advancement, supported by significant investment in our teams. Join us to lead a well-established insurance branch and enjoy a competitive salary alongside performance bonuses, all while being part of a supportive and dynamic environment.

Stride Resource Management

Contact Details:

Stride Resource Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land High Net Worth Account Handler in Bolton

Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Stride Resource Management). A thoughtful message explaining your interest can really make a difference!

Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Stride Resource Management. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

We think you need these skills to ace High Net Worth Account Handler in Bolton

Personal Lines Insurance Experience
Client Servicing
Renewals Management
Client Query Handling
Organisational Skills
Professionalism
Communication Skills

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Stride Resource Management.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Stride Resource Management. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Stride Resource Management

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Stride Resource Management to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

Prepare for Behavioural Questions

As a full-timer at Stride Resource Management, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

Know the Company Culture Inside Out

Understanding Stride Resource Management's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.