Private Clients Account Handler

Private Clients Account Handler

Location: Midlands (Leicester or Birmingham)

Salary: £25,000 - £30,000 (DOE)

My client is looking for an enthusiastic and experienced High Net Worth Account Handler to join their Private Clients team as an Account Handler.

The company in question is a local broker who is part of a larger group, so has the benefits of both.

They have a great reputation in the Midlands market and are willing to let the succesful candidate work out of either the Birmingham or Leicester office on a hybrid basis.

Responsibilities & Opportunities

Client Management: Be the go-to person for a portfolio of high net worth Private Clients, delivering exceptional customer service and building strong relationships.

Handle Quotes, renewals, MTA's and presentations in a productive manner

Premiums between £1500-£100,000 with a range of exciting clients in Private Clients and HNW sector.

Routes to grow into Account Executive or other commercial roles within the division.

Support with any qualifications is encouraged

Requirements:

- Proven experience within Private Clients and HNW products in a broking role is essential

- Experience in an account management or client retention focused role is beneficial

- Experienced with placing risks across HNW markets and knowledge of main insurers

- Experience with Acturis is desired

- Strong IT, Communication and inter-personal skills

Synonyms: Financial Account Handler , Financial Lines Broker, Account Handler, Personal Account handler, Private Clients Broker, HNW Clients Account Executive, Account Executive, Personal Lines Broker, Commercial Development Executive, Account Director, Business Development Manager, Commercial Client Account Handler, Commercial Clients Executive