Account Handler

Insight Select; Colchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A well-regarded insurance firm in Colchester is seeking an Account Handler to provide exceptional service to Private and high-net-worth clients. You will build relationships, support insurance needs, and work towards your Cert CII qualification within a collaborative team. The role offers a salary up to £40,000 with hybrid working options and generous benefits, including 25 days annual leave and life assurance.

Benefits

25 days annual leave plus bank holidays

Life assurance (4x salary)

Access to healthcare cash plans

Gym memberships

Qualifications

• Experience working with Private or HNW clients in insurance.
• Strong client service skills with a consultative approach.
• Detail-oriented and organised with teamwork abilities.

Responsibilities

• Build and maintain relationships with Private and HNW clients.
• Deliver customer service, supporting clients with insurance.
• Assist colleagues on larger accounts and prepare renewal terms.

Skills

Client service skills

Communication skills

Detail-oriented

Education

Cert CII qualification or willingness to work towards it

Job description

Overview

Account Handler | £30,000 - £40,000 | Colchester, Hybrid | Permanent

Are you passionate about delivering first-class client service? Do you enjoy building strong, long-term relationships and supporting clients with tailored solutions? We're looking for a motivated Account Handler to join a successful and growing Private Clients team.

This is a fantastic opportunity to develop your career within high-net-worth (HNW) insurance, working with a supportive team that values collaboration, learning, and professional growth.

Key Responsibilities

• Build and maintain long-lasting relationships with Private and HNW clients.
• Deliver exceptional customer service, supporting clients with their insurance needs.
• Assist colleagues on larger accounts, including attending meetings, preparing renewal terms, and drafting presentations.
• Liaise with insurers and third parties to ensure client requirements are met.
• Identify opportunities within existing accounts to add value and support client growth.
• Work towards Cert CII qualification, supported by ongoing training and development.

About You

• Experience working with Private or HNW clients in insurance.
• Strong client service skills, with a consultative and proactive approach.
• Confident communicator, able to build rapport and manage relationships effectively.
• Detail-oriented, organised, and able to work collaboratively within a team.
• A genuine curiosity for business and a willingness to learn and grow within HNW insurance.

What’s on Offer

• Salary up to £40,000, depending on experience.
• Hybrid working - 2 days in the office, 3 from home.
• 25 days annual leave (plus bank holidays), increasing with service.
• Life assurance (4x salary), income protection, contributory pension.
• Access to healthcare cash plans, lifestyle discounts, gym memberships, and more.
• A supportive culture that values collaboration, growth, and making a positive difference.