Private Client Account Handler

Capio Recruitment; West of England; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Company bonus

Benefits

Job summary

Capio Recruitment advertises a HNW Account Handler role in Bristol, offering a hybrid working pattern. You will support a Private Client portfolio, collaborate with Account Executives and insurers, and focus on servicing clients to a high standard.

The role suits an experienced insurance professional with a client-focused mindset, aiming to build strong insurer relationships and improve client accounts. Cert CII holders are preferred and support toward qualification is provided.

Qualifications

• 2+ years' experience within the insurance industry.
• Experience across Private Client, personal lines or commercial insurance.
• Good knowledge of insurance products and market processes.
• Strong relationship-led approach with clients and insurers.

Responsibilities

• Manage day-to-day client enquiries and provide a high standard of service.
• Attend networking events and client visits with account executives.
• Communicate with clients and insurers by phone and email.
• Manage renewals in line with service standards and regulatory requirements.
• Support Account Executives with existing clients and new business.
• Identify opportunities for additional cover and cross-selling.

Skills

2+ years' experience in insurance

Relationship-led approach

Strong communication skills

Commercial awareness

Education

Cert CII

Job description

HNW Account Handler

Location:

Bristol / Hybrid

Salary:

£30,000 - £35,000 (Flex potentially available for the right candidate) + Company Bonus and benefits

The Opportunity

A growing and well-established insurance brokerage is looking to appoint a HNW Account Handler to join its Private Client team in Bristol.

This is an opportunity to join a supportive, close-knit team within a business that is on a strong growth trajectory. The role would suit an experienced insurance professional who enjoys building strong client relationships, working closely with insurers and identifying opportunities to improve and develop client accounts.

Private Client experience would be advantageous, although candidates from personal lines or commercial insurance backgrounds will also be considered where they have a genuine interest in moving into the Private Client market.

The Role:

Working as part of a Private Client team, you will be responsible for supporting and servicing a portfolio of clients, working closely with Account Executives and insurers.

Key responsibilities will include:

• Managing day-to-day client enquiries and providing a high standard of service.
• You will be given the opportunity to attend networking events which are not mandatory but encouraged along with attending client visits with account executive staff, particularly if career advancement into an account executive role appeals.
• Communicating with clients and insurers by telephone and email.
• Managing renewals in line with agreed service standards and regulatory requirements.
• Supporting Account Executives with existing clients and new business activity.
• Identifying opportunities for additional cover, cross‑selling and addressing potential gaps in client protection.
• Processing and recording client instructions accurately and efficiently.
• Maintaining effective relationships with clients, colleagues, insurers and other suppliers.
• Supporting broking, administration and reporting activity where required.
• Maintaining awareness of relevant regulatory, technical, legal and market developments.
• Supporting client visits and events where appropriate.

There are no individual sales or activity-volume targets. The focus is on delivering excellent client service, working efficiently and having the commercial awareness to recognise opportunities where they arise.

About You

The successful candidate is likely to have:

• Ideally 2+ years' experience within the insurance industry.
• Experience across personal lines, Private Client, personal claims or commercial insurance.
• Good knowledge of insurance products, insurers and general market processes.
• A strong relationship‑led approach and confidence dealing with clients and insurers by telephone.
• Good written and verbal communication skills.
• The ability to prioritise and organise workload effectively.
• Strong attention to service standards and deadlines.
• A commercially aware mindset, with an ability to recognise potential opportunities.
• A positive, energetic and proactive approach.
• The ability to work collaboratively as part of a team.
• The ability to work efficiently and keep matters moving without overcomplicating tasks.
• An awareness of the wider business rather than focusing solely on their own workload.

Candidates who already hold the Cert CII will be particularly attractive. Those without the qualification will be expected to work towards it, with the business providing funding and support.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.

Related Job Titles:

Motor Underwriter, Commercial Motor Account Handler, Motor Insurance Broker, Scheme Underwriter, Motor Broker