Account Handler
Core
Build relationships with existing high-net-worth clients, manage renewals, and deliver cross-sales opportunities within the Private Clients insurance team.
Role type
Account Handler (Private Clients Insurance)
Builds
Client relationships and insurance solutions for high-net-worth individuals
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, consultative selling, market analysis, regulatory compliance (FCA/GDPR/AML), product knowledge
Preferred skills
Cert CII qualification, commercial policy knowledge, rebuilding cost survey coordination
Technologies
Insurance policy management systems, CRM tools
Responsibilities
Cultivate positive relationships with current clients, attend client meetings and handle renewal presentations, identify cross-sales opportunities, ensure timely premium collection, conduct market analysis for competitive terms, coordinate rebuilding cost surveys and valuations
Seniority
Mid-level, individual contributor