Private Clients Account Handler

6 days ago


Witham, Essex, United Kingdom MW Appointments Full time

Job Summary

Our client, a leading insurance broker, is seeking an experienced Client Handler to join their Private Clients/HNW team in Essex. The successful candidate will be responsible for managing a portfolio of high net worth insurance clients, providing exceptional customer service and ensuring seamless policy administration.

Main Responsibilities:

  • Handling new and existing client relationships, including HNW risks such as household, motor, art, and travel insurance
  • Processing new business, renewals, and mid-term adjustments, ensuring accurate and timely completion
  • Preparing and issuing insurance documentation, including policy certificates
  • Meeting with clients as required to discuss policy details and provide guidance
  • Ensuring accurate customer data entry and system updates
  • Confirming cover with insurers, processing policies, and chasing outstanding documentation
  • Managing client certificates and account queries

Essential Skills:

  • Previous experience in a similar insurance role
  • Strong knowledge of HNW/ Private Clients insurances
  • Good IT skills

Desirable Skills:

  • Good organizational skills
  • Strong communication skills

About the Role:

  • Permanent position
  • Based in Essex
  • Salary range: £25,000 - £32,000
  • Opportunity to join a growing organization with training and development opportunities
  • Inclusive and fair employer


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