High-Net-Worth & Mid-Net-Worth Clients | Established Insurance Brokerage | Bolton Area
A fantastic opportunity has arisen to join a highly respected, long-established Insurance Brokerage with an outstanding reputation across both the Commercial and Private insurance market and its loyal client base.
With decades of success behind them and continued investment into future growth, this award-winning commercial brokerage is now expanding its Personal Lines division and is looking to appoint an experienced Personal Lines Account Handler to support its growing portfolio, including Mid-Net-Worth and High-Net-Worth clients.
This is an excellent opportunity for an insurance professional who enjoys building lasting client relationships, delivering exceptional service, and working within a friendly, professional, and highly reputable brokerage environment.
The Opportunity
Working as part of a supportive and close-knit team, you will manage a varied portfolio of personal lines clients, handling:
New business enquiries
Renewals
Mid-term adjustments
Client servicing and relationship managementYou will advise clients across a range of products including:
Home Insurance
Motor Insurance
Travel Insurance
High-Net-Worth personal lines products (Luxury Vehicle, Boat, Art, Watches, Jewellery, Collectables etc.)This role offers the chance to work with discerning Mid-Net-Worth and High-Net-Worth individuals, requiring a consultative and service-led approach, strong attention to detail, and the ability to build trust with clients.
Key Responsibilities
Managing a portfolio of personal lines clients
Handling new business, renewals, and MTAs
Providing tailored insurance advice and quotations
Building strong relationships with both clients and insurers
Delivering first-class customer service via phone and email
Identifying opportunities to cross-sell additional products
Ensuring FCA compliance and accurate record keepingAbout You
The successful candidate will ideally have:
Previous experience within Personal Lines insurance
Strong communication and relationship-building skills
Excellent customer service ability
High attention to detail
A professional and organised approach
A willingness to continue learning and developing within the insurance industryExperience dealing with Mid-Net-Worth or High-Net-Worth clients would be advantageous, although not essential.
What's on Offer
Competitive salary and excellent overall package
Generous pension scheme
Private Medical Insurance
Life Assurance
Support towards CII qualifications
Ongoing training and career development
Clear progression opportunities within a growing business
25 days holiday plus additional Christmas leave
Modern offices with parking
Friendly and collaborative working environment
Regular social events and team activitiesWhy Apply?
This is a rare opportunity to join a genuinely well-established and highly regarded brokerage that has built an exceptional reputation for client service, professionalism, and staff retention.
The business combines the stability and credibility of a leading commercial brokerage with the culture and support of an independent firm, making it an excellent long-term career move for someone looking to grow within Personal Lines insurance
Salary description
£28000.00 - £32000.00 per year