High Net Worth Private Clients – Account Handler (Hybrid)

John Williams Recruitment; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

John Williams Recruitment is seeking an ambitious insurance professional for a forward-thinking and innovative Insurance Broker based in North London. The role is hybrid with 2 days working from home.

You will maintain client files, produce accurate insurance documents, and assist with renewals while building strong relationships with existing clients and supporting the High Net Worth account executive with new business initiatives.

Qualifications

• Minimum 3 years experience in a High Net Worth Account Handling role.
• Experience using Acturis (Act).

Responsibilities

• Maintain client files by collecting and organising documents electronically.
• Produce accurate and timely documents for all insurance needs as requested by clients or the Account Executive.
• Develop and maintain positive relationships with existing client accounts.
• Assist with the renewal process for existing clients.
• Work closely with the High Net Worth account executive on new business exercises.
• Maintain existing clients and be involved in broking and negotiating renewals.

Skills

High Net Worth experience

Account handling

Relationship management

Acturis/Act

Tools

Acturis

Job description

John Williams Recruitment is seeking an ambitious insurance professional for a forward-thinking and innovative Insurance Broker based in North London. The role is hybrid with 2 days working from home.

You will maintain client files, produce accurate insurance documents, and assist with renewals while building strong relationships with existing clients and supporting the High Net Worth account executive with new business initiatives.