Private Clients Account Handler

Position: PRIVATE CLIENTS ACCOUNT HANDLER
Private Clients Account Handler – HNW Insurance

Location:

Onsite / Hybrid Working - TBD Job Type: Full-time, Permanent Salary:
Competitive  Benefits Package  Professional Qualification Support Are you an ambitious insurance professional looking to elevate your career in High-Net-Worth (HNW) Private Clients? We are seeking a driven, client-focused Private Clients Account Handler to join a highly successful and expanding team. If you excel at building lasting client relationships, have a passion for delivering exceptional service, and want a clear path to accelerated career progression—this is the role for you!

The Role As a Private Clients Account Handler, you will manage and nurture an existing book of clients while working collaboratively with senior team members on larger, complex accounts.

Key Responsibilities:

Client Relationship Management:
Build strong, long-lasting rapport with high-net-worth individuals, managing their ongoing insurance requirements and renewals. Full Account Support:
Assist on larger accounts from start to finish—attending client meetings, taking detailed notes, negotiating with insurers, and preparing renewal presentations and terms. Consultative Guidance:
Take a proactive, consultative approach—actively listening to client needs, asking the right questions, and identifying additional solutions to deliver maximum value. Drive Results:
Use your business curiosity and tenacity to explore new opportunities within your portfolio, always striving for a ‘path to yes.’ About You We’d love to hear from you if you bring: HNW / Private Client

Experience:

Proven track record in building and maintaining relationships with Private Client or High-Net-Worth insurance accounts. Customer Service Excellence: A genuine passion for delivering outstanding client care and managing existing portfolio needs. Collaborative Spirit:
Comfortable supporting colleagues on end-to-end account management and working directly with insurers. Curiosity & Tenacity: A proactive mindset that actively looks to solve problems and spot cross-selling opportunities. Eagerness to Learn:
Eager to build your industry knowledge and gain professional qualifications ( Cert CII ).

What We Offer & Rewards Great work deserves great reward. In addition to a supportive, growth-oriented environment, you will receive:
Accelerated Career Progression:
Clear paths for development supported by funded CII professional qualifications . Flexible & Hybrid Working:
Flexible working hours and hybrid arrangements where suitable. Health & Well being Perks:
Discounted personal health policies (home, motor, travel, critical illness, private medical, income protection) and an Employee Assistance Programme (EAP).

Financial Benefits:

Cycle to work loan scheme and access to hundreds of high-street retailer discounts via a reward platform. Family Support:
Enhanced maternity and paternity policies. Why Join Us? We value diversity—there is no single "type" of person who thrives here. Instead, we look for individuals who share our core values:
Be Brave:
Our successes come from people bold enough to try something new. Support Each Other:
We look out for one another in everyday moments and big challenges alike. Make a Difference:
We are determined to create a positive impact at work and beyond. Equal Opportunities & Adjustments: > We are committed to providing reasonable accommodations across our recruitment process and roles (including flexible hours or hybrid setups). If you're excited about this role, we encourage you to apply! Ready to take the next step in your insurance career? Click Apply Now to submit your CV and start your application today!

Cowell Recruitment Ltd is an equal opportunity recruiter. E&OE.

Please note:

Applicants need to have the right (RTW) in the UK.