Private Client Account Handler

  • Location


  • Sector:

    Finance & Accounting

  • Job type:

    Full-time Flexible

  • Salary:


  • Job ref:


  • Published:

    2 months ago

  • Expiry date:


  • Startdate:


  • Client:


Private Client Account Handler
Full time


About Us:

Wilby are independent Chartered Insurance Brokers and risk management specialists with offices in West Yorkshire, Cheshire and Cumbria serving clients across the UK. We pride ourselves on first class customer service delivered by qualified professionals. We were established in 1984 we have over 30 years of broking experience and are now part of the PIB Group.

We are recruiting for a Private Client Account Handler based in Halifax. This is an exciting time to join PIB. Collaboration is at the heart of everything we do. We believe that working together as one team across the Group is better for our customers, our businesses, and our employees, we offer excellent rates of pay, fantastic benefits and excellent career opportunities.


• To ensure clients have adequate and appropriate insurance cover
• Renewal and new business procedures to be followed per Group Broking Procedures provided
• Assist Account Executives to contribute to growth and development of the company
• Contribution to overall efficient running of PIB/Wilby
• Securing payment from clients within timescales
• Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
• Constant communication on file progress between you and the relevant Executive (if applicable)
• Continual professional development (self driven) within all relevant aspects of the industry Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required


• Broad general insurance knowledge
• Experience gained in Private Client and or Personal Lines
• HighNet worth experience essential
• Acturis experience ideal
• Experience working in a broker
• Excellent customer service skills
• Working towards or completed your Cii qualification

Full Job Description available on request.

Further information
PIB Group is an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Your application will be treated in the strictest confidence.

You may have experience of the following: Account Handler, Account Executive, Insurance Account Handler, Corporate Account Handler, Account Management, Business Development, Business Development Executive, Account Management, Insurance Advisor, etc.