Account Handler - Private Clients / High Net Worth

Account Handler - Private Clients
About the Opportunity

Pavilion Recruitment is delighted to be partnering with a leading independent insurance brokerage to recruit an Account Handler for their growing Private Clients team.

This is an excellent opportunity for an insurance professional looking to develop a long-term career within the High Net Worth (HNW) and Private Clients sector. Joining a highly successful and supportive team, you’ll work closely with an established portfolio of clients, delivering exceptional service while gaining exposure to complex insurance arrangements and progressing your professional qualifications.

The business is recognised for its people-first culture, commitment to employee development, and collaborative approach. With significant investment in training and career progression, this role offers an ideal platform for ambitious individuals looking to further their insurance career.

The Role As an Account Handler, you will be responsible for managing and developing relationships with a £300,000 existing income portfolio of Private Clients. Working alongside experienced colleagues and insurers, you’ll support clients throughout the policy lifecycle, ensuring their insurance arrangements continue to meet their evolving needs.

This role offers a varied workload, combining client relationship management, policy administration, insurer liaison, and opportunities to identify additional insurance solutions for clients.

Key Responsibilities • Build and maintain strong relationships with an existing portfolio of Private and High Net Worth clients.

• Support clients with policy renewals, presentations, and ongoing insurance requirements.


• Liaise with insurers to negotiate terms and secure appropriate cover solutions.


• Attend client meetings, prepare documentation, and maintain accurate records.


• Update and manage collection specifications and policy information.


• Identify opportunities to broaden client relationships through additional insurance products and services.


• Work collaboratively with colleagues to deliver outstanding client outcomes.


• Continue developing technical insurance knowledge, including working towards professional qualifications.

About You We are keen to speak with candidates who have:

• Previous experience working with Private Clients, High Net Worth individuals, or personal lines insurance clients.


• A genuine passion for delivering exceptional customer service.


• Strong relationship-building and communication skills.


• A consultative approach with excellent listening and questioning abilities.


• The ability to work collaboratively within a team environment.


• Commercial awareness and a natural curiosity to identify opportunities.


• A proactive attitude and willingness to learn and develop professionally.

Why Apply? This is an opportunity to join a highly respected insurance brokerage that combines the resources and expertise of a major industry player with a collaborative, people-focused culture. You’ll be supported to develop your technical expertise, gain professional qualifications, and build a rewarding long-term career within the Private Clients insurance market.

If you’re passionate about client service and looking for the next step in your insurance career, we’d love to hear from you.

This listing is from reed. View original listing ↗