Private Client Account Handler

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Hybrid Working Up to £35,000 + Excellent Benefits

Looking for a role that offers genuine career development, a manageable portfolio, hybrid working and the opportunity to build a long-term career within Private Client insurance?

This is a fantastic opportunity to join a highly respected insurance broker where you'll manage your own client portfolio, receive ongoing training and development, and become part of a friendly, supportive team that invests in its people. With hybrid working, excellent benefits and clear progression opportunities, this is an ideal move for someone looking to build their future within Private Client insurance.

The Opportunity

As a Private Client Account Handler, you'll manage your own portfolio of clients, handling around 40 renewals per month while providing exceptional service throughout the insurance lifecycle.

You'll build lasting client relationships, advise on suitable cover arrangements and work closely with insurers to secure the best outcomes for your customers.

Joining a close-knit team of approximately 20 colleagues, you'll benefit from a collaborative environment where people are encouraged to learn, develop and progress their careers.

This role would suit someone currently working as a:

• Private Client Account Handler
• Personal Lines Account Handler
• Household Insurance Advisor
• Insurance Advisor
• Customer Account Handler

Rewards & Benefits

• Salary up to £35,000 depending on experience
• Hybrid working with three office days per week
• 25 days' holiday plus bank holidays
• Holiday entitlement increasing to 27 days after five years' service
• Company pension with 5% employer contribution matching 5% employee contribution
• Fully funded Health Cash Plan
• Life Assurance at 4x salary

• Income Protection (subject to qualifying criteria)
• Ongoing training, development and career progression
• Supportive and inclusive team environment
• Opportunity to develop specialist Private Client insurance expertise
• Long-term career opportunities within a well-respected brokerage

Key Responsibilities

• Manage a portfolio of Private Client insurance policies from renewal through to ongoing servicing
• Handle renewals, mid-term adjustments and policy amendments
• Prepare quotations for new and existing clients
• Review clients' insurance requirements and recommend appropriate cover
• Liaise with insurers to secure competitive terms
• Produce accurate policy documentation
• Build long-term client relationships through exceptional service
• Handle enquiries via telephone and email
• Identify opportunities to improve clients' insurance protection
• Maintain accurate client records and FCA compliance
• Work collaboratively with colleagues across the wider business

What You'll Bring

• A minimum of two years' insurance experience
• Experience within personal lines, household or Private Client insurance
• Strong customer service and relationship-building skills
• Excellent communication and organisational abilities
• High levels of accuracy and attention to detail
• A positive attitude and desire to learn and develop
• Experience using Acturis would be advantageous, but is not essential
• Dedicated authority experience would be beneficial

Working Pattern

• Monday to Friday, 9:00am to 5:00pm
• Full-time permanent position
• Hybrid working arrangement with office attendance three days a week
• During induction, training is delivered through a combination of office-based support and Microsoft Teams.

About the Business

Our client is a well-established and highly respected insurance broker with an excellent reputation for delivering specialist advice and outstanding customer service.

They are committed to creating an inclusive and welcoming culture where people from all backgrounds can thrive. The business places a strong emphasis on supporting career development, encouraging employees to build long-term careers within the organisation.

Ready for Your Next Step?

If you're currently working within Personal Lines, Household or Private Client insurance and are looking for a role that offers stability, career progression, hybrid working and the chance to join a genuinely supportive team, we'd love to hear from you.

Apply today with your latest CV or contact Amy Brennan at for a confidential discussion.

Insure Recruitment is committed to building diverse and inclusive teams and welcomes applications from all backgrounds.