Account Handler

2117GB00 A-Plan Holdings (Unlimited); Amersham; On-site; GBP 30,000 - 42,000; Full time

Job summary

Howden is seeking an Account Handler to join our Private Clients team in a structured, office-based role. You will build trusted relationships with an existing client book and work alongside a wider team to meet service and renewal objectives.

Ideal candidates will have 2+ years of experience serving Private or High-Net-Worth clients, and be Cert CII qualified or actively pursuing it. You will support cross-sales and contribute to a collaborative, client-focused culture within Howden.

Qualifications

• 2+ years’ experience in Private or High-Net-Worth client service.
• Cert CII qualified or working towards.
• Proven ability to build lasting client relationships through trust and empathy.
• Strong written and verbal communication.
• Willingness to learn and adapt to daily challenges.

Responsibilities

• Cultivate relationships with current clients and ensure outstanding service.
• Attend client meetings, take notes, liaise with insurers and handle renewals.
• Maintain collection specifications and client records.
• Identify opportunities for existing clients, including cross-sell into commercial policies.
• Deliver on cross-sales targets and support team success.
• Aim to expand product knowledge and pursue Cert CII.

Skills

Communication

Cert CII

Relationship building

Cross-team collaboration

Tenacity & curiosity

Learning mindset

Consultative skills

Education

Cert CII or in progress

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.
• 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.
• 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.

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*. *Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

Howden began in 1994, as just three people and a dog. Now there are 23,000 of us, and we're a leading global insurance group, managing $37bn of premiums for our clients. Our largest shareholder group is us – the people who work in the business – supported by three long-term, minority growth-equity partners who share our vision to build a business to last, one that will never be sold. The owner's mindset is something that's embedded in our culture; our people readily take ownership of their decisions, their actions, and their outputs. They’re invested in every sense. And we all know that by working together to drive the business forward, everyone will benefit from the extraordinary results we can achieve.