We are looking for a High Net Worth Account Handler to join our expanding team in Fareham. This is a full-time hybrid role, with three days in the office and two days working remotely.
Role Responsibilities
As an Account Handler, you will:
Assist and support an Account Executive with day-to-day client management
Manage the insurance needs of high net worth clients
Handle policy renewals and mid-term adjustments
Provide exceptional customer service and support to maintain long-term client relationships
Ensure accuracy and attention to detail in all client and policy documentation
Desired Skills & Attributes
Strong communication and interpersonal skills
Ability to build and maintain positive client and colleague relationships
Confident negotiation skills
Excellent customer service mindset
Strong organisational skills and attention to detail
IT literate with the ability to quickly learn new systems
A proactive thinker who can find solutions outside of the box
Important Information
Previous insurance experience is desirable but not essential - full training will be provided
Industry qualifications will be fully funded
Competitive salary (dependent on experience)
Excellent career progression opportunities within a growing business
If you are a dynamic individual with a passion for customer service and relationship management, we'd love to hear from you.
Job Type: Full-time
Pay: From 25,000.00 per year
Benefits:
Company events
Company pension
Free parking
Life insurance
On-site parking
Sick pay
Experience:
Customer service: 1 year (preferred)
Work Location: In person
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