Private Client Account Handler

5 days ago


Derby, Derby, United Kingdom CV-Library Full time
Job Title: Private Client Account Handler

We are seeking a motivated and experienced account handler to join our private client team. As a Private Client Account Handler, you will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service and arranging personal insurances for their valuable assets.

About the Role:
  • To manage a portfolio of high net worth clients, ensuring that their insurance needs are met.
  • To develop and maintain strong relationships with clients, understanding their unique requirements.
Key Responsibilities:
  • Client relationship management.
  • Provide expert advice on insurance products and services.
  • Ensure all client interactions are handled professionally and efficiently.
Requirements:
  • Demonstrable experience in personal lines insurance, preferably with a focus on high net worth individuals.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Salary:

£35,000 - £40,000 per annum, depending on experience.



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