Account Handler

Howden; Colchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance provider in Colchester is seeking an Account Handler to join their Private Clients team. This role involves building and maintaining relationships with high-net-worth clients and supporting their needs through excellent customer service and collaboration. The ideal candidate will have a passion for the insurance industry, strong consultative skills, and a willingness to learn and grow in their career.

Benefits

25 days holiday plus bank holidays

Life Assurance up to 4x salary

Income protection for up to 5 years

Contributory pension scheme

Healthcare Cashplan

Discounts on gym memberships

Salary sacrifice schemes

Commission-free insurance products

Access to high-street retailer discounts

Employee Assistance Programme (EAP)

Qualifications

• Experience developing and building long lasting relationships with Private or HNW Clients.
• Passion for excellent customer service.
• Ability to work closely with colleagues on larger accounts.
• Tenacity and business curiosity to identify opportunities.
• Willingness to learn and expand insurance knowledge.

Responsibilities

• Responsible for building rapport with existing clients.
• Support the needs of clients and attend meetings.
• Identify and explore opportunities for clients.

Skills

Relationship building with clients

Customer service

Consultative questioning

Active listening

Business curiosity

Education

Cert CII qualification

Job description

With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.

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

About You

• You will have experience developing and building long lasting relationships with Private or HNW Clients.
• You must have a passion for excellent customer services as this role will be working with existing clients and will be supporting their needs.
• You are able to work closely with colleagues to support on larger accounts from start to finish, including; attending meetings, taking notes, speaking to insurers, working through renewal presentations and renewals terms etc.
• You will be tenacious and have a business curiosity, as this will allow you to identify and explore opportunities for existing clients to drive the best possible outcome.
• You are willing to learn, as every day will be different. This is a great opportunity to expand your insurance knowledge and become Cert CII qualified.
• You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - thinking about client needs and referring identified opportunities - we are always looking for a 'path to yes'

Rewards

We believe that great work and dedication should be rewarded, that's why we offer:

• 25 days holiday (plus bank holidays), increasing through length of service
• A set of core benefits, designed with your health and financial protection in mind:
• Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen
• Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
• Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
• Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits

• Access to a host of lifestyle and financial benefits that you can choose from:
• Discounts on gym membership across the UK
• Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
• Access to discounted personal health policies - Critical illness, private medical, dental plans
• A range of insurance products available commission free, including home, motor, travel and specialist vehicles
• Access to hundreds of high-street retailer discounts
• Employee Assistance Programme (EAP) to support employees outside of work