Job Description

Job Overview

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, full training will be provided for products. 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 On-site parking Work from home
Application question(s):

Do you have experience handling high-net-worth or private client insurance accounts? How many years of insurance broking or account handling experience do you have? Have you worked with high-value homes, fine art, jewellery, or prestige vehicles? Are you currently Cert CII qualified or working towards it? This role supports an Account Executive with a portfolio of high-net-worth clients. Are you confident managing client queries, renewals, and mid-term adjustments independently?
Work Location: Hybrid remote in Fareham PO15 5TD