Private Clients Account Handler

TN United Kingdom; Poole; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Independent Insurance Broker in Poole is seeking an experienced HNW Insurance Adviser. This role involves managing a range of Household and Motor policies, ensuring excellent client relationships and a high-quality customer experience. Ideal candidates will have experience in personal lines insurance and progress towards relevant qualifications.

Qualifications

• Experience in Household and Motor Insurance.
• Experience with high net worth clients preferred.
• Progress towards ACII qualification is beneficial.

Responsibilities

• Quoting and handling Household and Motor policies.
• Preparing, inviting, and arranging renewals.
• Delivering high-quality customer experience.

Skills

Client relationship management

Sales

Advisory skills

Education

Cert CII

ACII qualification (progress towards)

Job description

Location

POOLE

Salary: £25,000 - £30,000

Type: Permanent

Workplace: On-Site

Ref: 88145

The Client:

A leading Independent Insurance Broker is recruiting an experienced HNW Insurance Adviser to join their successful business.

This is a fantastic opportunity for a well-established insurance professional with experience in personal lines insurance to develop their career further with an award-winning and progressive company.

The Opportunity

Our client seeks someone who can hit the ground running, quoting and handling a range of Household and Motor policies at varying premium sizes in an advisory capacity.

The role involves sales and administration, including preparing, inviting, and arranging renewals, as well as advising on new business. You will deliver a high-quality customer experience and manage client relationships throughout the policy year.

What’s needed for me to be considered?

Candidates should have experience in Household and Motor Insurance, ideally with high net worth clients. Progress towards the ACII qualification would be highly beneficial; a Cert CII is preferred.