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Account Handler

Capio Recruitment Insurance
Posted 9 days ago, valid for 13 days
Location

York, North Yorkshire YO60, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Private Clients Account Handler position is located in York with a hybrid work option.
  • The salary for this role ranges from £28,000 to £40,000 depending on experience.
  • Candidates should have experience handling high-net-worth or bespoke personal lines policies.
  • The role involves managing a book of clients with complex needs and supporting policy servicing.
  • The company values a warm and professional team culture that prioritizes personal growth and client relationships.

Private Clients Account HandlerLocation: York (Hybrid)Salary: £28,000 to £40,000 (DOE)

The CompanyThis Yorkshire-based independent brokerage is known for its personal touch — both in the way it looks after clients and in the supportive environment it offers its team. Their Private Clients division specialises in providing high-net-worth individuals, professionals, and collectors with truly bespoke insurance solutions. Whether it’s fine art, prestige homes, jewellery, or rural estates, the team prides itself on building long-standing relationships and offering a level of care and expertise that goes above and beyond.

The RoleAs an Account Handler in the Private Clients team, you'll be managing a book of personal lines clients with complex or high-value needs. You’ll support policy servicing across renewals, adjustments, and day-to-day queries, working closely with Account Executives to maintain excellent client relationships.

This role would suit someone who’s detail-orientated, personable, and enjoys working in a more consultative, client-first environment.

What We’re Looking For:

  • Experience handling high-net-worth or bespoke personal lines policies

  • Strong interpersonal skills and a professional, empathetic approach to client service

  • Confident managing renewals, amendments, and client queries end-to-end

  • A genuine interest in progressing your career — you’ll be supported every step of the way

Team & CultureYou’ll join a warm and professional team that takes pride in doing things properly — with time, care, and attention to detail. The business is people-led at every level, meaning your ideas are valued, your growth is prioritised, and your successes are recognised.

Job SynonymsPrivate Clients Account Handler, High-Net-Worth Handler, Personal Lines Executive, Client Adviser.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.