Private Clients Account Handler Mid-High Net Worth

Do you have personal lines, or Mid to High net worth insurance broking experience? Do you want to work for a growing Independent Broker, where you put your customer at the heart of everything you do, and get the rewards for doing so? Then this could be the perfect career move for you! 

We are currently working with a fiercely independent local insurance broking firm who have an opportunity for someone with Mid-High Net Worth private clients insurance experience or someone with personal lines who wants to move into this area to join them in their office based in the Buckhurst Hill/Chingford area as a Mid-High Net Worth Account Handler.

You will be responsible for looking after a book of Mid to High Net worth clients providing quotations, placing risks on cover, administering mid-term adjustments and helping to develop the business by maintaining excellent customer service standards. This role could also give candidates the potential incentive of also handling some SME Commercial lines too, so a great opportunity if you are looking to gain some exposure to the commercial lines side of the broking market. 

They focus on quality over quantity here too, so you will regularly be handling around 15/20 renewals a month, dealing with premiums ranging from £600-£6000, focusing on providing a first class broking service to your clients, whilst also identifying any cross sell opportunities with the Commercial team and the Wealth Management team here. 

As above to be successful in this role you will need to have previous HNW Insurance experience gained in a broking role, or at the very least have a good background in standard personal lines. You will be a great team player with good IT skills and an excellent phone manner. Acturis experience would also be a real bonus!

In line with this company’s core values, you must also be credible, professional, proactive and compliant, with a genuine desire to look after the best interests of your customers.

Salary on offer is £30-45k depending on experience with the lower end of the salary bracket for those with Personal Lines backgrounds and the top end if you are already working within the Mid to High net worth broking space.

They also offer a company pension, plus annual bonus, as well as commission on any successful referrals passed to the other broking teams.

Office hours are Monday to Friday 9am-5:30pm (No Saturdays!) with Fridays being able to be worked from home.

If you wish to discuss this role in more detail, please contact Kieran at CKB Recruitment