High Net Worth Account Handler

Posted 1 May by Day Webster
Easy Apply
£25,000 - £35,000 per annum
London , South East England
Permanent, full-time
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Posted by Day Webster
John Williams have partnered with an independent broker based in Southwest London. Founded over 25 years ago they bring their clients a wealth of market experience. They employ highly skilled staff dedicated to providing unrivalled service to their clients.

They are currently recruiting for a High Net Worth Account Handler to join their team. As a High Net Worth Account Handler, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.

Key Responsibilities:
  • Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently
  • Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions
  • Conduct thorough risk assessments and analysis to determine appropriate coverage for clients
  • Negotiate with insurance underwriters to obtain the best terms and conditions for clients
  • Prepare and present insurance proposals to clients, explaining coverage options and pricing
  • Process policy changes, endorsements, and renewals accurately and efficiently
  • Handle claims on behalf of clients, ensuring prompt and fair settlement
  • Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information

Qualifications:
  • Demonstrable experience as an Account Handler in the High Net Worth/Private Clients insurance sector
  • Strong knowledge of HNW insurance products and coverage options
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Proven track record of delivering exceptional customer service and exceeding client expectations
  • Ability to work independently and manage a large portfolio of clients effectively
  • Strong attention to detail and organisational skills


If you would like to learn more about this opportunity, you can reach me on /

Reference: 52566014

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