Private Client - Account Handler

JR United Kingdom; United Kingdom; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a leading company as a Private Client Account Handler, contributing to a successful team while supporting high-net-worth clients in managing their insurance portfolios. This role emphasizes client satisfaction and revenue growth, making it ideal for someone with proven insurance experience and a strong client-first approach.

Qualifications

• Proven experience in private client or personal lines insurance.
• Ability to build rapport and handle complex insurance needs.
• Strong knowledge of private client insurance products.

Responsibilities

• Support Account Executives in maintaining high-value private client insurance portfolios.
• Maintain strong client relationships to ensure satisfaction.
• Contribute to revenue growth through client retention.

Skills

Client-first mindset

Excellent organisational skills

Strong communication skills

Education

Cert CII (preferred)

Job description

Social network you want to login/join with:

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Client:

Fram Executive Search Limited

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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Job Description:

We're looking for a Private Client Account Handler to join our growing team and play a key role in supporting our Private Client Department. This is a fantastic opportunity to work alongside a successful team, where your expertise will directly contribute to the growth of the department and the satisfaction of our valued clients.
? What You'll Be Doing:

• Lead by example in the private client broking team, championing best practices and service excellence.
• Support Account Executives and Managers in acquiring, maintaining, and renewing high-value private client insurance portfolios.
• Play a pivotal role in maintaining strong client relationships, ensuring every interaction adds value and builds trust.
• Contribute to revenue growth through client retention and upselling/cross-selling opportunities.

? What You'll Bring:

• Proven experience in private client or personal lines insurance, ideally with high-net-worth clients.
• A client-first mindset with the ability to build rapport and handle complex insurance needs.
• Strong knowledge of private client insurance products and the broking lifecycle.
• Excellent organisational and communication skills.
• Cert CII qualified (or working towards) is preferred.

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