Account Handler
Core
Building relationships with existing high-net-worth private clients to deliver insurance solutions, manage renewals, and ensure timely premium collection.
Role type
Account Handler (Private Clients)
Builds
Trusted client relationships and successful insurance placements
Domain
Insurance / High-net-worth private clients
Deliverable
client delivery
Required skills
Client relationship management, consultative selling, market analysis, regulatory compliance (FCA/GDPR/AML), cross-selling, premium collection management
Preferred skills
Cert CII qualification, rebuilding cost survey identification, contents/art/jewellery valuation
Technologies
Insurance policy platforms, CRM systems
Responsibilities
Cultivate positive relationships with current clients, attend client meetings and handle renewal presentations, identify cross-selling opportunities, undertake market analysis to secure competitive terms, ensure timely premium collection, adhere to FCA principles and anti-money laundering regulations
Seniority
Mid-level, hands-on IC