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Senior Account Handler

4 months ago

Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

So, you've already got a track record in HNW broking.
You know your way around a Ferrari, million pound houses and art collections.

But you want a little more responsibility in your career.
This Senior Private Client Broker position is the perfect next step up if you are an Account Handler right now.

Here you'll play the lead role within the Glasgow offices for this national broking business who serve clients right across the UK.

And that means you'll be the key contact for private client work in Scotland for these guys.

All referrals from their corporate book will be directed to you for conversion so you'll be the type of person who thrives in building great relationships with your commercial insurance colleagues and externally.

The rest of your day job will see you work with the existing clientele which include HNW and UHNW clints - placing new business, servicing MTAs and managing renewals.

This will be the ideal balance of servicing work, sales and relationship management plus you'll have a clear route into a more senior level role as the portfolio builds and further investment means more support which you'll lead in the future.

You'll be joining a Chartered brokerage who are at the very top of the UK broking scene.

Ideally, you'll have a background in insurance broking with experience in handling insurance work for high net worth clients.

This Glasgow-based role is a hybrid position requiring three days a week in the centrally located offices.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.