Private Account Handler

https://www.equationrecruitment.com/job-search/1869-private-account-handler/insurance/london/job2025-08-24 10:18:182025-09-20 Equation Recruitment
Job Type Permanent Full Time
Location North London
Area London, England London England North London
Sector Insurance
Salary TO 45K DOE
Start Date
Telephone 07989604623
Job Ref PCH20259
Job Views 39
Description

Private Client Account Handler - Broker – High Net Worth Insurance

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.

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