Private Clients Account Handler

Job Title: Private Clients Account Handler

Location: Central London

Salary: £37,000 – £42,000

Benefits: Discretionary bonus, CII/Dip CII qualification support, internal progression opportunities

About the Company:

A well-established London insurance brokerage with a strong reputation across private client and high net worth insurance. The business offers a collaborative, high-performing environment with broad market access, strong internal relationships and a clear focus on developing people from within.

Role Summary:

This is an opportunity for a Private Clients Account Handler to join a busy HNW team in Central London. You will be handling incoming private client work across servicing, renewals and account support, with the chance to build strong technical experience in a fast-paced environment. Longer term, the business can offer internal mobility into commercial or corporate insurance for those looking to broaden their career.

Key Responsibilities:

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• Manage HNW private client insurance cases: Gain broad exposure across a varied book rather than being tied to one executive
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• Handle renewals, servicing and incoming account activity: Build confidence across the full client journey and develop strong technical foundations
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• Support new business enquiries where required: Add value to a busy team and strengthen your wider broking experience
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• Prepare accurate documentation and client correspondence: Build a reputation for quality, reliability and attention to detail
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• Work closely with colleagues across the office: Develop internal relationships that can support future progression into other areas of insurance
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Requirements:

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• High net worth private client insurance experience
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• Background in account handling, broking support or private client servicing
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• Confident handling renewals, documentation and day-to-day client queries
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• Comfortable working from a Central London office full-time during the initial onboarding period
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• CII qualified, Dip CII qualified or interested in progressing professional qualifications
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• Able to work effectively in a busy, high-standard team environment
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If this role isn’t quite right, it’s still worth speaking to one of our specialist team - we may be working on something that hasn’t hit the market yet.

Related Job Titles: Private Clients Account Handler, High Net Worth Account Handler, Private Client Insurance Broker, HNW Insurance Broker, Personal Lines Account Handler