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Account Handler (Private Clients)

Job description

We are a leading the search for one of the most respected insurance brokerage firms in the country looking for candidates to work an Account Handling position with High Net Worth (HNW) and Private Clients. Clientele includes affluent individuals, families, and businesses who require tailored insurance coverage to protect their assets and mitigate their risks.

The day to day will involve you being responsible for managing a portfolio of clients and providing them with exceptional service throughout the insurance life-cycle. This will include assisting clients with insurance quotes, processing policy applications, and managing renewals.

Key Responsibilities:

  • Work with clients to understand their insurance needs and recommend appropriate coverage options
  • Prepare insurance quotes and proposals for new and existing clients
  • Process policy applications and liaise with underwriters to obtain coverage
  • Maintain accurate client records and ensure that all documentation is up-to-date
  • Provide exceptional customer service and build strong relationships with clients
  • Work closely with the wider team to identify opportunities for business growth and cross-selling

Qualifications and Requirements:

  • An understanding of HNW and Private Client insurance products and services
  • Excellent communication skills, both written and verbal
  • Strong attention to detail and organisational skills
  • Ability to work well under pressure and prioritise tasks effectively
  • Proficiency in Microsoft Office and other relevant software programs
  • Relevant insurance qualifications (e.g. CII) are desirable but not essential

A competitive salary, performance-based bonuses, and a range of other benefits are on offer. This is an exciting opportunity to join a dynamic and growing team that is dedicated to providing exceptional service to their clients.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.