High Net-Worth Insurance Account Handler

Job Title: High Net-Worth Insurance Account Handler
Contract Type: Permanent
Location: Fareham
Reference: 3456
Contact Email:
Job Published: October 04, 2022 13:26

Job Description

High Net-Worth Account Handler
£20,000 - £30,000 + Bonus
Full Time // Monday - Friday

Dynamite Recruitment is currently recruiting for an HNW Account handler to join one of our highly respected clients based in the Fareham area, a looking for a keen candidate with a career path in mind, this position offers fantastic career opportunities! Looking for exceptional candidates only, that want to learn and progress, that want to grow a career and earn money!

Dynamite have a fantastic opportunity for an experienced insurance Account Handler with a stable employment background to join an exciting and friendly team. We are looking for someone that has experience in Insurance Account Handling, If you have experience with high net-worth clients that is a bonus but not essential. Someone who prides themselves on providing high levels of customer service. The ideal candidate will be confident with a ‘salesy’ attitude working alongside Account Executives. You will be working in a small intimate office with a real family run feel with access to regular training.

My client deals with high net worth individuals, so professionalism and knowledge of this environment is key. My client is happy to offer support to a candidate that is looking to grow within the company starting from Account handler through to Account executive (80k OTE) Examinations will be paid for! so enjoying sales would be key for this. You wil have a creative mind open to new ideas and bringing ideas to the table. This company has grown over 33% within the last year!

*** No Cold Calling Required ! ***

The role of an Account Handler will include:
  • Processing of work to established procedures
  • Assisting renewals / Re-broking
  • Diary management
  • Arranging meetings and bookings
  • Processing and managing day to day financial information
  • Filing and maintaining data
  • All Administrative duties as requested
The ideal Account Handler will have the following skill set:
  • Excellent communication skills; over the phone, in person and written.
  • Experience using different IT systems as you will be working with an industry leading back office system
  • Excellent organisational skills
  • Knowledge and experience of working with a high-profile client base
  • Experience within underwriting, PA, fine arts, accounts handling, yacht clubs etc. or similar industries
  • Experience around high end, luxury or prestigious environments
In return you will receive a supportive team that will support your growth within the company, who are happy to pay for examinations leading to become a high net worth Account Executive if desired! Our client is well respected and has a fantastic reputation which they pride themselves upon! So, they are looking for a likeminded candidate to continue building this reputation.

Key Words: Account Handler, Sales Executive,Accooutn Executive, Insuracne, Accounts Admin, High Net Worth, Insurance Administrator, Account Handler, Account Administrator, PA, Personal Assistant.
For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment on 02392455422!

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