PRIVATE CLIENTS ACCOUNT HANDLER

Private Clients Account Handler – HNW Insurance

Location: Onsite / Hybrid Working – TBD

Job Type: Full-time, Permanent

Salary: Competitive + Benefits Package + Professional Qualification Support

Are you an ambitious insurance professional looking to elevate your career in High-Net-Worth (HNW) Private Clients?

We are seeking a driven, client-focused Private Clients Account Handler to join a highly successful and expanding team. If you excel at building lasting client relationships, have a passion for delivering exceptional service, and want a clear path to accelerated career progression-this is the role for you!

The Role

As a Private Clients Account Handler, you will manage and nurture an existing book of clients while working collaboratively with senior team members on larger, complex accounts.

Key Responsibilities:

• Client Relationship Management: Build strong, long-lasting rapport with high-net-worth individuals, managing their ongoing insurance requirements and renewals.
• Full Account Support: Assist on larger accounts from start to finish-attending client meetings, taking detailed notes, negotiating with insurers, and preparing renewal presentations and terms.
• Consultative Guidance: Take a proactive, consultative approach-actively listening to client needs, asking the right questions, and identifying additional solutions to deliver maximum value.
• Drive Results: Use your business curiosity and tenacity to explore new opportunities within your portfolio, always striving for a ‘path to yes.’

About You

We’d love to hear from you if you bring:

• HNW / Private Client Experience: Proven track record in building and maintaining relationships with Private Client or High-Net-Worth insurance accounts.
• Customer Service Excellence: A genuine passion for delivering outstanding client care and managing existing portfolio needs.
• Collaborative Spirit: Comfortable supporting colleagues on end-to-end account management and working directly with insurers.
• Curiosity & Tenacity: A proactive mindset that actively looks to solve problems and spot cross-selling opportunities.
• Eagerness to Learn: Eager to build your industry knowledge and gain professional qualifications (Cert CII).

What We Offer & Rewards

Great work deserves great reward. In addition to a supportive, growth-oriented environment, you will receive:

• Accelerated Career Progression: Clear paths for development supported by funded CII professional qualifications.
• Flexible & Hybrid Working: Flexible working hours and hybrid arrangements where suitable.
• Health & Well being Perks: Discounted personal health policies (home, motor, travel, critical illness, private medical, income protection) and an Employee Assistance Programme (EAP).
• Financial Benefits: Cycle to work loan scheme and access to hundreds of high-street retailer discounts via a reward platform.
• Family Support: Enhanced maternity and paternity policies.

Why Join Us?

We value diversity-there is no single “type” of person who thrives here. Instead, we look for individuals who share our core values:

• Be Brave: Our successes come from people bold enough to try something new.
• Support Each Other: We look out for one another in everyday moments and big challenges alike.
• Make a Difference: We are determined to create a positive impact at work and beyond.

Equal Opportunities & Adjustments:

Ready to take the next step in your insurance career?

Click Apply Now to submit your CV and start your application today!

Cowell Recruitment Ltd is an equal opportunity recruiter. E&OE. Please note: Applicants need to have the right (RTW) in the UK.