Private Client Account Handler

Service Care Solutions; Greater London; On-site; GBP 35,000 - 40,000; Full time

Job summary

An established industry player is seeking a Private Client Account Handler to support High Net-Worth Individuals with their insurance needs. This role involves building strong client relationships, providing tailored advice, and ensuring accuracy in policy documentation. You'll work in a dynamic environment where your communication and analytical skills will shine. If you have a passion for the insurance industry and the ability to understand complex client needs, this is a fantastic opportunity to make a significant impact in a rewarding role. Join a team that values your expertise and offers a flexible start date!

Qualifications

• Experience with High Net-Worth Individuals in an Insurance environment.
• Strong attention to detail in policy management and documentation.

Responsibilities

• Build and maintain strong client relationships as the primary contact.
• Provide tailored advice on insurance needs and assist with policy changes.

Skills

Attention to detail

Communication skills

Interpersonal skills

Risk analysis

Tools

Acturis Insurance software

Microsoft Office Suite

Job description

Service Care Solutions provided pay range

This range is provided by Service Care Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Rate: £35,000 to £40,000 per annum

Private Client Account Handler

Location: London

Contract: Permanent

Start Date: Flexible

Contact: [e-mail]

Job Description

Service Care Solutions are currently recruiting on behalf of an established Insurance Agency in London for a Private Client Account Holder to join the team. The Account Handler will be responsible for supporting High Net-Worth Individuals with their Insurance needs covering mainly high-value home and motor insurance.

Main Responsibilities

• Build and maintain strong client relationships, serving as the primary point of contact for client inquiries and requests.
• Understand clients' insurance needs and provide tailored advice and solutions.
• Assist clients with policy enquiries, changes, and renewals.
• Ensure accuracy in policy documentation, endorsements, and certificates of insurance.
• Analyse clients' risk profiles and insurance needs to identify gaps and opportunities for coverage improvement.
• Stay informed about industry trends, emerging risks, and regulatory changes that may impact clients.

Candidate Criteria

• Experience of working with High Net-Worth Individuals within an Insurance environment either with Brokerage or Underwriting.
• Attention to detail and accuracy in policy management and documentation.
• Exceptional communication and interpersonal skills with the ability to work well on own initiative as well as part of a team.
• Proficiency in Acturis Insurance software and Microsoft Office Suite.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email [e-mail].

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Insurance Agencies and Brokerages