Private Client Account Handler

Insure Recruitment is delighted to be partnering with a leading and highly respected insurance broker to recruit a Private Client Account Handler.

This is an excellent opportunity for an insurance professional with experience in household or personal lines insurance who is looking to build a long-term career within Private Client insurance.

Joining a friendly and supportive team of around 20 people, you'll manage your own portfolio of clients, receive ongoing training and enjoy genuine opportunities to progress your insurance career.

The opportunity

As a Private Client Account Handler, you'll be responsible for managing your own portfolio of approximately 40 renewals per month, delivering exceptional service throughout the insurance lifecycle while building trusted relationships with your clients.

This role would suit someone currently working as a:

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• Private Client Account Handler
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• Personal Lines Account Handler
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• Household Insurance Advisor
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• Insurance Advisor
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• Customer Account Handler
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Key Responsibilities

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• Manage a portfolio of Private Client insurance policies from renewal through to ongoing servicing.
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• Handle renewals, mid-term adjustments and policy amendments.
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• Prepare quotations for new and existing clients.
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• Review clients' insurance requirements and recommend suitable cover.
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• Liaise with insurers to obtain competitive terms.
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• Produce accurate policy documentation.
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• Build long-term relationships with clients through excellent customer service.
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• Handle enquiries via telephone and email.
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• Identify opportunities to improve clients' insurance protection.
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• Maintain accurate client records and ensure FCA compliance.
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• Work collaboratively with colleagues across the wider business.
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About you

We're looking for someone with:

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• At least 2 years' insurance experience.
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• Experience within personal lines or household insurance.
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• Strong customer service and relationship management skills.
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• Excellent communication and organisational abilities.
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• High attention to detail.
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• A positive attitude with a genuine desire to learn and develop.
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• Experience using Acturis would be advantageous but is not essential.
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Bonus experience:

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• Dedicated authority experience would be beneficial.
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Working Hours

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• Monday to Friday
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• 9:00am – 5:00pm
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• Full-time permanent position
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Hybrid Working

This is a five-day working week, with three days in the office. Current office days are Tuesday, Wednesday and Thursday, although these may change in the future.

During induction, training is delivered through a combination of office-based support and Microsoft Teams, as the office is closed on Mondays and Fridays.

Benefits

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• Salary up to £35,000 depending on experience.
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• 25 days' holiday plus bank holidays.
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• Holiday entitlement increases to 27 days after five years' service.
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• Company pension (5% employee contribution matched by 5% employer contribution).
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• Health Cash Plan (fully funded by the company).
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• Life Assurance (4 x salary).
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• Income Protection (subject to qualifying criteria).
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• Ongoing training and career development.
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• Friendly, supportive and inclusive working environment.
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About our client

Our client is a well-established insurance broker with an excellent reputation for providing specialist advice and outstanding customer service.

They pride themselves on creating an inclusive culture where people of all backgrounds and experience levels are welcomed. The team is made up of around 20 colleagues with a wide range of ages, interests and personalities, creating a supportive environment where people are encouraged to learn, develop and build long-term careers.

If you're an experienced Private Client Account Handler, Personal Lines Account Handler or Household Insurance Advisor looking to join a highly respected

insurance broker, we'd love to hear from you. Apply today with your latest CV or contact Francesca Franklin at for a confidential discussion. All applications and enquiries will be treated in the strictest confidence.