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Commercial Account Handler – High Net Worth Insurance
Location: Office based, Finchley
Salary: £35,000 – £50,000 (depending on experience) + benefits
An exciting opportunity has arisen for an experienced and detail-oriented Commercial Account Handler to join a respected and expanding insurance brokerage. This is a fantastic role for someone who takes pride in delivering outstanding service, building trusted relationships, and providing bespoke insurance solutions to high-net-worth clients.
You’ll work with a supportive and professional team dedicated to excellence in client care.
The Role
As a Private Clients Account Handler, you’ll play a key role in managing and supporting a portfolio of high-net-worth clients. You’ll be their go-to contact for all insurance needs, ensuring each policy is expertly managed, accurately documented, and tailored to individual circumstances.
Key Responsibilities:
* Client Relationship Management: Build and maintain strong relationships with clients, acting as their main point of contact for all enquiries and policy matters.
* Policy Management: Handle policy renewals, amendments, endorsements, and certificates with precision and care.
* Underwriting Collaboration: Work closely with underwriters to negotiate competitive terms and secure the most suitable cover for each client.
* Risk Analysis: Review client portfolios to identify potential coverage gaps or enhancements.
* Compliance: Ensure all policies meet current industry regulations and contractual requirements.
* Documentation: Maintain accurate, well-organised electronic files and prepare regular client reports.
* Business Development: Identify opportunities to upsell or cross-sell products that add value to clients.
* Customer Service Excellence: Provide exceptional service through timely, professional, and attentive client support.
* Quality Assurance: Carry out quality checks and contribute to continuous process improvements.
About You
We’re looking for an insurance professional with strong technical knowledge and a passion for service excellence.
Experience & Qualifications:
* Solid understanding of insurance products, underwriting principles, and FCA regulations, ideally within the Private Clients or High Net Worth sector.
* Exceptional communication and interpersonal skills with a client-focused approach.
* Meticulous attention to detail and accuracy in documentation and policy management.
* Strong problem-solving and analytical skills.
* Team player with the ability to collaborate effectively with colleagues and external partners.
* Proficiency in Acturis and Microsoft Office Suite.
* Commitment to ethical practices and compliance with industry standards.
* Relevant CII qualifications (or working towards them) would be an advantage.
What’s on Offer
* Competitive salary of £35,000 – £50,000 DOE..
* Support for ongoing professional development and CII qualifications.
* A chance to work with a respected, client-focused team in a collaborative and forward-thinking environment.
* Opportunities for career progression and long-term development.
If you’re a passionate insurance professional who values precision, client trust, and service excellence, this role offers the perfect platform to develop your career in the Private Clients / High Net Worth insurance sector