Private Clients Account Handler

https://www.strideresource.com/4348-private-clients-account-handler/broking/sale/job2025-07-10 16:32:182025-08-06 Stride Resources
Job Type Permanent Full Time
Location Sale
Area Sale, England Sale England Sale
Sector General InsuranceGeneral Insurance - Broking
Salary £30k - 40k per year + generous bonus scheme
Currency gbp
Start Date ASAP
Advertiser Tom Wolverson
Job Ref 53527
Job Views 2
Description

Office near Manchester

 

Your role:

As a High Net Worth / Private Clients Account Handler, you will take the next step forward in your insurance career within an exceptional brokerage, by making best use of your High Net Worth / Private Clients insurance experience.

 

This role will suit an individual with Personal Lines or High Net Worth / Private Clients insurance experience.

What you'll be doing:


  • Manage a portfolio of High Net Worth / Private Clients, ensuring their insurance needs are met
  • Process policy changes, endorsements, and renewals accurately and efficiently
  • Through building rapport and relationships, determine appropriate coverage for clients
  • Negotiate with insurance underwriters to obtain the best terms for clients
  • Stay up to date with industry trends and changes

 

We're looking for:


  • Experience of working with Personal Lines, High New Worth and/or Private Clients products is essential
  • Cert CII qualified is desirable, but not essential
  • Experience of using Acturis is desirable

 

Benefits:


  • Monthly bonus scheme for handling new business enquiries and a separate bonus scheme for handling renewals
  • Hybrid working
  • Investment in professional development and support in achieving further qualifications (should you wish to do so!)
  • Pension scheme
     

For more information, contact:

Tom Wolverson

07966087813

Tom.Wolverson@strideresource.com

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