Private Account Handler - Equation Recruitment : Job Details

Private Client Account Handler - Broker – High Net Worth Insurance

To 45k DOE, negotiable if you are a superstar.

Are you passionate about delivering exceptional service to high-net-worth clients? Do you thrive in a role where no two days are the same? If so, our client would love to hear from you.

We’re looking for a Private Clients Account Handler – Broker who can bring skill, dedication, and personality to one of the UK’s leading independent insurance brokers.

What You’ll Be Doing as an Account Handler - Broker

• Acting as the trusted advisor for a portfolio of affluent private clients
• Handling all aspects of personal insurance policies including enquiries, changes, renewals, and documentation
• Conducting risk assessments to identify coverage gaps and advise on tailored insurance solutions
• Negotiating policy terms with underwriters to secure optimal cover for your clients
• Maintaining accurate client records and preparing comprehensive insurance reports
• Delivering top-tier customer service that ensures long-term client satisfaction and loyalty
• Staying ahead of industry regulations, trends, and product developments
• Supporting new business initiatives and identifying cross-sell opportunities

What they’re Looking For:

• Proven experience in Private Clients / High Net Worth insurance
• Exceptional communication and client relationship management skills
• Confident using Acturis and Microsoft Office
• Detail-oriented with strong documentation and compliance knowledge
• A team player with analytical insight and commercial awareness
• A natural problem-solver with a proactive approach to client service

Why join our client?

• A respected and growing broker with a reputation for excellence
• Work with prestigious private clients and market-leading underwriters
• Ongoing training and professional development
• Collaborative, supportive team environment
• Competitive salary benefits potential for career progression

Apply now to take the next step in your insurance career. Join a firm that values your expertise, rewards your achievements, and supports your ambitions.