Commercial Account Handler

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.