Private Clients Account Handler

Up to £25,000
12 Mar 2018
11 Apr 2018
Contract Type
Full time, Permanent

Job Title: Private Clients Account Handler

Location: Bristol

Job Sector: General Insurance

Job Type: Permanent

Salary: Up to £25,000 p.a (possibly negotiable)

Job Reference: SS/J020033

About the Company:

One of the largest, independent award – winning South West based insurance broker.They have a modern and dynamic approach, keeping the customer as their focus. Always.

About the Role:

Working as a Private Client’s Account Handler in this rapidly expanding are of the business, you will be required to service the insurance portfolios of allocated clients in a timely, professional and cost – effective manner.You will work closely alongside the Account Executives to ensure the retention of existing clients.Specific duties will include;

  • Ensure all renewals are invited at least 21 days prior to renewal date
  • Support the activities of the Account Executive and/or Directors with regards toi allocated clients and new business including; broking day to day queries, report writing and administration
  • Ensure all instructions are processed, recorded and confirmed in a timely and efficient manner and that the company diary system is maintained
  • Help identify cross – selling opportunities and potential gaps in client cover
  • Assist with credit control as required
  • Maintain strong working relationships with clients, colleagues, insurers and other suppliers
  • Undergo training in line with agreed objectives and keep up to date with technical, legal and market developments

Key Skills/Experience Required:

In order to be considered for the role of Private Clients Account Handler, you must possess the following;

  • Previous Mid – High Net Worth or high level Personal Lines insurance experience, gained ideally from a broker environment
  • Professional and effective communication skills with people at all levels
  • Strong negotiation abilities
  • Self-motivated, driven, organised and ambitious
  • The ability to demonstrate that you are able to build strong relationships
  • Achievement of or a willingness to work towards the Cert CII qualification

Salary/Benefits Information:

A generous salary dependent on experience up to £25,000 p.a (DOE) (possibly more for the successful canidate)

Comprehensive benefits package


If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.

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