Private Clients/High Net Worth Account Handler
other jobs STRIDE RESOURCE MANAGEMENT LTD
Added before 1 Days
- England,North West,Greater Manchester,Stockport
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
Private Clients / High Net Worth Account Handler
Stockport
We’re working with a well-established and reputable insurance broker with an office in Stockport, looking to appoint a Private Clients / High Net Worth Account Handler to support a growing portfolio of high-value clients.
This is a client-focused, technically engaging role suited to someone who enjoys delivering a high standard of service, building long-term relationships and working with High Net Worth personal lines risks.
The role
You’ll be responsible for the day-to-day servicing of a portfolio of Hight Net Worth and Private Clients, acting as a trusted point of contact and ensuring policies are managed accurately and proactively.
*Handling new business, renewals, mid-term adjustments and queries across High Net Worth personal lines
*Managing risks including high-value home, contents, motor, collections and associated covers
*Liaising with insurers and underwriters
*Providing clear, professional advice and documentation to clients
*Ensuring policies are administered compliantly and to FCA standards
*Building strong relationships with both clients and insurer partners
What they’re looking for
*Previous experience with Private Clients or High Net Worth insurance
*Confident communicator, comfortable dealing with affluent clients
*Proactive, service-driven mindset with a calm and professional approach
*Cert CII (or working towards) would be advantageous, but not essential
The business & culture
*Established insurance broker with a strong reputation in the local and national market
*Supportive, collaborative team environment
*Professional but down-to-earth culture - quality service without unnecessary bureaucracy
*Opportunity to develop technical expertise and progress long-term within the business
What’s on offer
*Competitive salary, dependent on experience
*Office-based role in Stockport, with some flexibility where appropriate
*Support for professional development and insurance qualifications
*Stable, long-term opportunity within a respected brokerage
This is an excellent opportunity for a capable insurance professional who enjoys working with high-quality clients and wants to be part of a business that values service, expertise and professionalism.
For a confidential conversation, apply or get in touch:
Stockport
We’re working with a well-established and reputable insurance broker with an office in Stockport, looking to appoint a Private Clients / High Net Worth Account Handler to support a growing portfolio of high-value clients.
This is a client-focused, technically engaging role suited to someone who enjoys delivering a high standard of service, building long-term relationships and working with High Net Worth personal lines risks.
The role
You’ll be responsible for the day-to-day servicing of a portfolio of Hight Net Worth and Private Clients, acting as a trusted point of contact and ensuring policies are managed accurately and proactively.
*Handling new business, renewals, mid-term adjustments and queries across High Net Worth personal lines
*Managing risks including high-value home, contents, motor, collections and associated covers
*Liaising with insurers and underwriters
*Providing clear, professional advice and documentation to clients
*Ensuring policies are administered compliantly and to FCA standards
*Building strong relationships with both clients and insurer partners
What they’re looking for
*Previous experience with Private Clients or High Net Worth insurance
*Confident communicator, comfortable dealing with affluent clients
*Proactive, service-driven mindset with a calm and professional approach
*Cert CII (or working towards) would be advantageous, but not essential
The business & culture
*Established insurance broker with a strong reputation in the local and national market
*Supportive, collaborative team environment
*Professional but down-to-earth culture - quality service without unnecessary bureaucracy
*Opportunity to develop technical expertise and progress long-term within the business
What’s on offer
*Competitive salary, dependent on experience
*Office-based role in Stockport, with some flexibility where appropriate
*Support for professional development and insurance qualifications
*Stable, long-term opportunity within a respected brokerage
This is an excellent opportunity for a capable insurance professional who enjoys working with high-quality clients and wants to be part of a business that values service, expertise and professionalism.
For a confidential conversation, apply or get in touch:
Job number 3223961
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Company Details:
STRIDE RESOURCE MANAGEMENT LTD
Company size: 1–4 employees
Industry: General Insurance
Stride Resource Management was created by David Colesby and Neil Findley to offer a new approach to Recruitment, combining their General Insurance and...