Private Clients​/High Net Worth Account Handler

Private Clients / High Net Worth Account Handler

Stockport

We're working with a well-established and reputable insurance broker with an office in Stockport , looking to appoint a Private Clients / High Net Worth Account Handler to support a growing portfolio of high-value clients.

This is a client-focused, technically engaging role suited to someone who enjoys delivering a high standard of service, building long-term relationships and working with High Net Worth personal lines risks.

You'll be responsible for the day-to-day servicing of a portfolio of Hight Net Worth and Private Clients , acting as a trusted point of contact and ensuring policies are managed accurately and proactively.

• Handling new business, renewals, mid-term adjustments and queries across High Net Worth personal lines
• Managing risks including high-value home, contents, motor, collections and associated covers
• Liaising with insurers and underwriters
• Providing clear, professional advice and documentation to clients
• Ensuring policies are administered compliantly and to FCA standards
• Building strong relationships with both clients and insurer partners

• Previous experience with Private Clients or High Net Worth insurance
• Confident communicator, comfortable dealing with affluent clients
• Proactive, service-driven mindset with a calm and professional approach
• Cert CII (or working towards) would be advantageous, but not essential

• Established insurance broker with a strong reputation in the local and national market
• Supportive, collaborative team environment
• Professional but down-to-earth culture - quality service without unnecessary bureaucracy
• Opportunity to develop technical expertise and progress long-term within the business

• Competitive salary, dependent on experience
• Office-based role in Stockport , with some flexibility where appropriate
• Support for professional development and insurance qualifications
• Stable, long-term opportunity within a respected brokerage

This is an excellent opportunity for a capable insurance professional who enjoys working with high-quality clients and wants to be part of a business that values service, expertise and professionalism.

For a confidential conversation, apply or get in touch :

tom.wolversonstrideresource