Private Client Account Handler / Executive

  • Negotiable
  • Posted: 22/09/2017
  • Cambridge CB1 2JW Cambridge
  • Job Ref: 177100106
  • Permanent

Job Details

Private Client (HNW) Insurance Broker

Location: Cambridgeshire

Salary: £Negotiable

Our longstanding client is looking to add to their existing Private Client team with the addition of a new Broker / Account Handler

The team have gone from strength to strength and this role will see you looking after a wide range of HNW Clients and also Wholesale clients.


Manage a diverse portfolio of existing HNW clients

Attend client and insurer meetings as required to ensure business is both won in year one and retained in year two.

Establish solid working relationships with both internal and external stakeholders

Liaise extensively with other departments internally to maximise wider client coverage

Assist Wholesale brokers with enquiries.

About you:

You'll have recent exposure to all standard classes of Private Client Insurance (Home/Estate/Motor/Marine) on a retail basis

Experience of wholesale broking is beneficial but not essential

You should also have a well-developed skill set that includes good Communication, negotiation, client and stakeholder management, sales and IT skills coupled with an excellent telephone manner.

The Package:

As a business our client are negotiable on salary as they are after the right individual.

The role comes with a highly developed benefits package and a progression minded set up – everyone in their management team has been promoted to be there.

We also have a number of other roles across the country - for a confidential conversation please apply and a member of our team will be in touch.

Similar role titles: Private Client Account Executive, HNW Account Executive, Account Director, UHNW Account Executive, HNW Insurance Broker.