Private Clients Insurance Account Handler
Do you have HNW insurance broking or Personal Lines Insurance broking experience? If so this growing broker have a superb opportunity for you! This role will be new business focused, with this business having an extensive introducer network, and you will be responsible for dealing with these leads, for you to then go and close these!
This broker has grown impressively since their inception in 2016, and have big, exciting, and innovative plans to develop the business going forward, which includes a move to a new office in the City (Near Bank Tube Station).
The private clients team here currently sits at 5, and you will report into the Account Director, and also made up of 2 Account Execs, another Handler, and an Administrator too, with you making that number 6. They are also keen to stress that opportunities to progress in this team are available as they continue to grow.
The MD here feels they offer something a bit different, being non corporate, and being an organisation that has a genuinely rewarding culture, both professionally and personally. All in all, they feel they are a “special” place to work and would love to hear from you if you would like to work in this sort of environment where everyone enjoys what they do and has a smile on their face doing it!
You will be responsible for handling leads passed to you via Senior Partners and introducer agreements, and closing these as well as managing some existing business and handling their renewals and MTA's too. This will be mid to high net worth clients, but a lot of the business you will handle will be around the mid range, with premiums from £2,000 - £5,000, dealing with a range of personal lines as well as residential and commercial property owners too.
To be considered you will need at least 2 years personal lines or Mid-HNW broking experience, and ideally have used the Acturis system. They are also looking for someone who matches their values. They genuinely care about the service every client receives, and the attention to detail they give every customer, so you will need to share this ethos!
Salary on offer is £34k-38k, with an annual bonus based on personal and company performance as well as commission on any self generated new business (being 33% of anything over £1500 income) Working hours are Monday to Friday, 9am-5pm working from home Monday and Friday.
They also offer a company Pension, Death in Service, Private Healthcare, 25 Days’ Annual Leave + Bank holidays, High Street Retailer Discount Scheme, Employee Assistance support telephone lines as well as ongoing training and CPD opportunities to enhance your skills, including support for professional qualifications. The office also provides free gym access and pilates classes.
Commission free insurance products including home, motor and travel insurance are also available.
If you would like to discuss this role in more detail, please contact Kieran Boyle at CKB Recruitment for a confidential chat.
Location: The City | Salary: 34000 - 38000 per year | Job type: Permanent | Posted: 06/06/2025
