Private Clients/High Net Worth Account Handler

Private Clients/High Net Worth Account Handler

Private Clients/High Net Worth Account Handler

Stride Resource Management

Reed

Stockport, Cheshire

8 hours ago

No application

About

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 linesManaging risks including high-value home, contents, motor, collections and associated coversLiaising with insurers and underwritersProviding clear, professional advice and documentation to clientsEnsuring policies are administered compliantly and to FCA standardsBuilding strong relationships with both clients and insurer partners What they're looking for Previous experience with Private Clients or High Net Worth insuranceConfident communicator, comfortable dealing with affluent clientsProactive, service-driven mindset with a calm and professional approachCert 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 marketSupportive, collaborative team environmentProfessional but d