Private Clients Account Handler

Job Overview

Street, England
Job Type
Full Time
£25,000 - £30,000 Per Year
Date Posted
14 days ago

Additional Details

Job ID
Job Views

Job Description

Private Clients Account Handler


£25,000 - £30,000 DOE

The company:

Due to expansion and a very healthy portfolio we have a fantastic opportunity to join our Private Clients team based in South West, the successful candidate will work alongside a designated team responsible for identifying new business opportunities and ensuring the profitable handling and growth of Private Client accounts in line with the overall client relationship management strategy.

The Role:

You'll join the business as Private Clients Account Handler, working on a case load of cross class clients in the South West and the surrounding area. You can expect to work within a fast paced specialised team managing a book of Private Clients and accountable for retention, delivery and growth within the book

This role will be office based working out of Glastonbury with some flexibility for home working

Join a forward thinking, independently owned insurance brokerage - the business is set up by a respected senior team, and continues to grow.


  • Demonstrable experience of working with Personal Lines Clients would be beneficial
  • Demonstrable capabilities in account administration, negotiation and client management.
  • Cert CII preferred, but not essential

Job Synonyms: HNW Account Handler, Private Clients Account Handler, Personal Lines Account Handler, Account Executive, Broker, Insurance Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive, Commercial Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant

Referral Fee:

Not right for you but you know someone who maybe suitable? Please get in touch to enquire and hopefully secure yourself a referral fee for a successful recommendation.


Similar Jobs

G A Harris & Co Limited

Semi senior practice accountant

Full Time

Cavendish Maine Recruitment

Commercial Claims Handler

Full Time

C&M Travel Recruitment

Customer claims Specialist

Full Time

PDA Search and Selection Ltd

Contracts Account Manager

Full Time


This website uses cookies to ensure you get the best experience on our website. Cookie Policy