Private Client Account Handler – Insurance

About the role

Insure Recruitment is partnering with a leading insurance broker to hire a Private Client Account Handler. This role offers an experienced household or personal lines professional the chance to build a long‑term career managing private client insurance portfolios, receive ongoing training and progress within a supportive team of around 20 people.

Key responsibilities

• Manage a portfolio of private client insurance policies from renewal through to ongoing servicing.
• Handle renewals, mid‑term adjustments and policy amendments.
• Prepare quotations for new and existing clients.
• Review clients’ insurance requirements and recommend suitable cover.
• Liaise with insurers to obtain competitive terms.
• Produce accurate policy documentation.
• Build long‑term relationships with clients through excellent customer service.
• Handle enquiries via telephone and email.
• Identify opportunities to improve clients’ insurance protection.
• Maintain accurate client records and ensure FCA compliance.
• Work collaboratively with colleagues across the wider business.

Required profile

• At least 2 years’ insurance experience.
• Experience within personal lines or household insurance.
• Strong customer service and relationship management skills.
• Excellent communication and organisational abilities.
• High attention to detail.
• A positive attitude with a genuine desire to learn and develop.
• Experience using Acturis is advantageous but not essential.
• Dedicated authority experience would be beneficial.

Required skills

• Acturis

What we offer

• Full‑time permanent contract.
• Hybrid working – three days in the office (Tuesday‑Thursday) and remote flexibility.
• Standard Monday‑Friday 9:00‑17:00 schedule.
• Ongoing training and professional development.
• Friendly supportive team of around 20 people.
• Opportunities for career progression within private client insurance.