HNW Account Handler

Lawes Insurance Recruitment; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable recruitment agency in London is seeking an experienced High Net Worth Account Handler to manage HNW clients and provide tailored insurance solutions. The ideal candidate will possess insurance broking experience, particularly with HNW clients, and strong negotiation skills. This role focuses on delivering exceptional client service and maintaining compliance. You will engage with clients and insurers, ensuring their interests are represented effectively.

Qualifications

• Insurance broking experience with HNW clients required.
• Proven experience in relationship management essential.
• Leadership experience is an advantage.

Responsibilities

• Manage HNW household risks and provide tailored insurance solutions.
• Negotiate terms and represent client interests.
• Maintain product knowledge and advise clients.

Skills

Strong communication

Technical knowledge

Negotiation

Time management

Client relationship skills

Tools

Acturis

Job description

Purpose of Role

Established, independent High Net Worth Account Handler required to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios and ensuring first-class service. Strong communication and technical knowledge are essential.

Responsibilities

• Manage HNW household risks predominantly but also other lines of HNW risks
• Provide tailored insurance solutions
• Handle client meetings, renewals, and insurer reviews
• Support colleagues across offices when needed
• Issue new business, MTAs, and renewals promptly
• Respond quickly to client queries
• Maintain product and market knowledge
• Assist with claims when required
• Negotiate terms with insurers and represent client interests
• Keep accurate records and follow compliance standards

Day-to-Day

• Advise High Net Worth clients
• Manage policy docs, invoicing, and diary tasks
• Reconcile accounts and update records
• Draft correspondence to company standards
• Follow compliance policies (GDPR, anti-bribery, etc.)

Experience

• Insurance broking experience with HNW clients
• Experience with Acturis preferred
• Strong client and insurer relationship skills
• Experience in leadership an advantage

Skills

• Confident communicator with strong numeracy
• Skilled negotiator and influencer
• Organised with good time management
• Team player with client-first approach
• Compliance aware and process focused

If you have the relevant experience or know someone that does please contact me now on 07715931523 or email us at [e-mail]