Account Handler

Howden; Amersham; On-site; GBP 30,000 - 42,000; Full time

Job summary

Howden, a global insurance group, is hiring an Account Handler in our Private Clients team near Amersham. You will manage a book of high-net-worth clients, attend meetings, present renewals, and identify opportunities for cross-sell while delivering exceptional service.

You will build trusted relationships, pursue Cert CII qualification, and collaborate with colleagues to manage larger accounts from inception to completion.

Qualifications

• 2+ years’ experience in private or high-net-worth client services.
• Excellent written and verbal communication skills.
• Cert CII qualified or working towards qualification.
• Proven ability to build and nurture lasting relationships with Private or HNW clients.
• Dedication to delivering thoughtful, high-quality service.
• Ability to collaborate with colleagues to manage larger accounts from inception to completion.
• Tenacity and business curiosity for identifying opportunities.
• Willingness to learn and develop through eLearning and qualifications.
• Commitment to continuous professional development.

Responsibilities

• Cultivate positive relationships with current clients, ensuring needs are met with outstanding service.
• Attend client meetings, take notes, liaise with insurers, and support renewal presentations and terms.
• Maintain up-to-date collection specifications and records.
• Identify opportunities for existing clients, including potential cross-sell to commercial policies.
• Support growth through cross-sales targets and team objectives.
• Advise clients on products and solutions aligned with their needs.

Skills

Communication skills

Cert CII qualified

Relationship management

Client advisory

Active listening

Team collaboration

Business curiosity

Learning mindset

Professional development

Education

Cert CII

Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Account Handler

Role Purpose

We are actively looking for an Account Handler to join our growing Private Clients team. This is a great office-based opportunity to join a highly successful team and develop your experience and career within High-net-worth insurance. You will be responsible for building relationships with an existing book of clients and working closely with the wider team to achieve objectives.

This role offers the chance to contribute meaningfully to a collaborative and client-focused environment, where trusted relationships and exceptional service are at the heart of what we do.

If you are looking for a role where you can make a significant impact, this is the perfect opportunity for you!

Key Accountabilities

• Cultivate positive relationships with current clients, guaranteeing their needs are fulfilled with outstanding service.

• Attend client meetings, take comprehensive notes, communicate with insurers, and handle renewal presentations and terms.

• Keep collection specifications updated and meticulously maintained.

• Identify and explore opportunities for existing clients, striving for the best possible outcomes. For example, recognising when a private client may benefit from a commercial policy.

• Expand your insurance knowledge and work towards acquiring your Cert CII qualification.

• Advise clients on products and solutions, considering their needs and referring found opportunities to the appropriate teams.

• Deliver on cross sales targets set and contribute to the success of the team.

• Identify clients that need a rebuilding cost survey and contents/art/jewellery valuations.

• Undertake market analysis to secure the most competitive terms.

• Ensure timely premium collection and adherence to processes and procedures.

• Deliver on cross sales targets set and contribute to the success of the team.

• Identify clients that need a rebuilding cost survey and contents/art/jewellery valuations.

• Undertake market analysis to secure the most competitive terms.

• Ensure timely premium collection and adherence to processes and procedures.

• Adhere to FCA principles, Howden service standards, accepted market practices, and the CII Code of Ethics to protect client interests.

• Align with GDPR regulations to maintain accurate record-keeping and client communication.

• Adhere to the Bribery Act 2010, sanctions regulations, and anti-money laundering regulations, acting with transparency and responsibility.

Skills & Experience

• 2+ years’ experience
• Excellent communication skills both written and verbal
• Cert CII qualified or working towards
• Proven experience in building and nurturing lasting relationships with Private or High-Net-Worth clients through trust, empathy, and attentive service.
• A passion for delivering thoughtful, high-quality service with care.
• Ability to collaborate closely with colleagues to manage larger accounts from inception to completion.
• Tenacity and business curiosity, allowing you to seek out and capitalise on opportunities.
• A willingness to learn and adapt, as every single day will present new challenges and opportunities.
• Consultative skills, including effective questioning and active listening.
• Excellent communication skills both written and verbal.
• Committed to continuous professional development through eLearning and qualifications.

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

• Our successes have all come from someone brave enough to try something new

• We support each other in the small everyday moments and the bigger challenges

• We are determined to make a positive difference at work and beyond

Reasonable adjustments

We’re committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

Permanent