Account Handler

Salary: £27,500 | Hybrid Working - Mondays & Fridays from Home (Bedford Based)

Are you a detail-oriented professional with a passion for delivering exceptional client service? A leading name in high-net-worth insurance is looking for a Private Client Account Handler to join their growing team. This is a fantastic opportunity to work alongside senior professionals, managing premium insurance accounts and contributing to a thriving Private Client division.

About the Role

Offering crucial support to managers and client executives. You'll play a key role in securing new business, maintaining valued relationships, and ensuring top-tier service throughout the policy lifecycle.

What You'll Do

Client Service & Revenue Support

• Collaborate with managers and executives to achieve income growth targets.

• Handle renewals, mid-term changes, and documentation with precision.

• Prepare tailored insurance presentations and negotiate with underwriters.

• Be a go-to point of contact for high-value clients, ensuring smooth communication and exceptional service.

Placement & Administration

• Maintain accurate client records and ensure all procedures meet internal compliance standards.

• Update internal systems with policy changes and client details efficiently.

Finance & Reporting

• Oversee invoicing accuracy and liaise with finance teams to ensure timely premium collection.

• Investigate and resolve any financial discrepancies.

• Provide reporting and insights on portfolio performance and renewals.

Professional Development

• Keep up to date with insurance market trends and regulations.

• Participate in ongoing training to develop technical and professional skills.

If you're passionate about private client insurance, thrive in a collaborative environment, and are looking for your next career move, we’d love to hear from you.