Private Clients Account Handler/Executive

Job title: Private Clients Account Handler/Executive
Location: Surrey
Industry: Insurance
Salary: Negotiable
Reference: 1651
Contact name: Morgan Whittaker-Beecroft
Contact email:

Job description

Boxtree are currently working closely with a well-respected brokerage who are currently seeking experienced individuals to join their Private Clients team as an account handler/manager/executive.

If you are career driven, insurance experienced and are determined to develop your career within a respected brokerage, we want to hear from you!


  • Handling the broking open market of new business, renewals and mid-term adjustments
  • Maintaining existing client relationships
  • Keeping CRM systems up to date
  • Liaising closely with other executives and management
  • Broking premiums between £1,000 GWP up to £250,000 GWP within their private clients team


  • At least 2 years experience within the insurance industry
  • Cert CII qualification completed or the desire to complete Cert CII

Company Benefits:

  • This is an opportunity to be part of a fresh and energetic office
  • You will be technically developed in niche lines of business
  • This is an opportunity to work with some affluent members of the insurance industry

Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.


Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).


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