HNW Account Handler

Description

High Net Worth (HNW) Account Handler

Location: Bedford (Office-based Tuesday to Thursday)

Salary: £30,000 – £40,000 (dependent on experience)

Step Up into the HNW Market with a Supportive, Experienced Team

Are you a personal lines account handler looking to take your career to the next level? This could be your ideal opportunity.

My client is looking for a driven and detail-oriented individual to join our Private Clients team, a tight-knit, experienced group supporting a well-established portfolio of high net worth and high-value personal lines clients.

About the Company

My client is a respected, long-standing insurance broker known for delivering tailored solutions and high-quality service across a broad range of sectors. While now part of a larger investment group, the firm continues to operate independently, maintaining full control over broking, budgets, and client strategy. Their Private Clients division is built on trust, specialist knowledge, and lasting relationships. It’s a business that values people, offers real development opportunities, and provides a friendly, down-to-earth culture where you’ll feel genuinely supported.

Your Day-to-Day Responsibilities

Handling HNW and high-value personal lines policies from start to finish.

Managing renewals, mid-term adjustments, documentation and client communication.

Working closely with senior members of the team and contributing to a smooth handover from a long-serving colleague.

Building relationships with underwriters, insurers, and clients.

Using Acturis to manage all aspects of the client journey.What We’re Looking For

Experience handling personal lines insurance (HNW experience is a bonus, but not essential).

A confident communicator who enjoys client service and building rapport.

Someone with strong attention to detail and the ability to manage their own workflow.

A team player looking for a long-term opportunity with progression.What’s on Offer

Competitive salary: £30,000 – £40,000 (depending on experience).

Hybrid working model – Mondays and Fridays from home.

25 days holiday + bank holidays, increasing with service.

Full Christmas shutdown (with only one required workday that doesn’t come from your allowance).

A stable, people-first business with deep expertise and a genuine focus on doing things the right way.

The chance to learn from senior experts and become a key part of the Private Clients team as it evolves

Ad ID: 5417257227