Private Account Handler

Equation Recruitment; London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading independent insurance broker in London is seeking a Private Client Account Handler to provide exceptional service to high-net-worth clients. In this role, you will advise on personal insurance policies, conduct risk assessments, and negotiate policy terms. The ideal candidate will have proven experience in high net worth insurance and exceptional communication skills. A competitive salary and benefits are offered.

Benefits

Ongoing training and professional development

Collaborative team environment

Competitive salary + benefits

Qualifications

• Proven experience in Private Clients / High Net Worth insurance.
• Exceptional communication and client relationship management skills.
• Detail-oriented with strong documentation and compliance knowledge.

Responsibilities

• Act as the trusted advisor for a portfolio of affluent private clients.
• Handle all aspects of personal insurance policies.
• Conduct risk assessments to identify coverage gaps.

Skills

Communication skills

Client relationship management

Analytical insight

Problem-solving skills

Attention to detail

Tools

Acturis

Microsoft Office

Job description

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.