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Date Added: Wed 20/08/2025

Private Clients Account Handler

Hampshire, UK
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Company: PAVILION RECRUITMENT SOLUTIONS

Job Type: Permanent, FullTime

Salary: £30,000 - £45,000 per annum

Salary: £30,000 – £45,000

Hybrid: Minimum 2 days in the office

We’re seeking a Private Clients Account Handler to support a high-performing team of HNW Account Executives at a leading international brokerage. You’ll play a vital role in ensuring exceptional service delivery to prestigious clients, working closely with Account Executives to manage, retain, and grow an established portfolio.

What You’ll Be Doing

  • Supporting Account Executives in managing a portfolio of high-net-worth clients, primarily across Home, Buildings & Contents
  • Handling day-to-day client servicing, including mid-term adjustments, policy documentation, and general enquiries
  • Assisting with the renewals and re-broking process, ensuring deadlines are met and clients receive exceptional service
  • Preparing reports, presentations, and client correspondence to support Account Executives in client meetings
  • Coordinating with insurers and internal teams to secure competitive terms and bespoke solutions
  • Identifying opportunities to enhance cover and cross-sell complementary products

What We’re Looking For

  • Previous experience in Private Clients insurance, ideally with exposure to HNW risks
  • Highly organised, detail-focused, and confident managing multiple priorities
  • Strong communication skills
  • A team player who enjoys working collaboratively to deliver results
  • Familiarity with complex risks such as contract works is desirable but not essential

Why You’ll Love This Role

  • Be part of a market-leading, global brokerage with an exceptional reputation.
  • Structured career development with clear progression pathways into Account Executive roles.
  • Full support for CII qualifications and ongoing professional training.
  • A competitive package: strong salary, enhanced parental leave, pension, healthcare, and lifestyle perks.
  • A collaborative, client-focused culture where your contributions make a real difference.
Apply Now