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HNW Insurance Client Advisor

TN United Kingdom

London

On-site

GBP 30,000 - 50,000

Full time

Today
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Job summary

An established industry player in the insurance sector is seeking motivated Insurance Account Handlers to join their HNW Broking team. Located in Twickenham, this award-winning brokerage offers a vibrant work environment with a strong focus on professional development. You will manage your own client book, ensuring high retention rates and providing bespoke insurance solutions for high-net-worth individuals. With excellent progression opportunities, a profit-sharing bonus, and a range of employee benefits, this role is perfect for those looking to advance their careers in a supportive and dynamic setting.

Benefits

Annual profit share bonus
25 days annual leave plus bank holidays
Fully funded CII pathway
Employee healthcare (including dental)
Season ticket loan
Free eye tests
Casual dress code
Regular social events

Qualifications

  • Experience in managing client books for Home and Motor policies.
  • Knowledge of Fine Art, Jewellery, Yachts, and Motorboats insurance.

Responsibilities

  • Manage client book, handling renewals and new business.
  • Place policies with A+ listed HNW insurers.

Skills

Understanding of Personal Lines products
Strong attention to detail
Proven success in high renewal retention rates
Ability to adapt communication styles
Excellent written and verbal communication skills

Job description

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Pavilion Recruitment Solutions are offering two new Insurance Account Handler vacancies. Based in Twickenham, you will join an award-winning chartered insurance brokerage with over 65 years of experience. The brokerage is renowned for its service quality and specializes in bespoke solutions for Commercial Businesses and HNW individuals.

As part of the HNW Broking team, you will manage your own client book, handling renewals, MTAs, and new business for Home and Motor policies, including Fine Art, Jewellery, Yachts, and Motorboats. Typical GWPs start around £5,000, with 15-20 renewals per month, placing policies with well-recognized A+ listed HNW insurers.

The organization values learning and professional development, holding gold status as an ‘Investors in People’. They offer fast-tracked progression and financial support for insurance courses, such as CII membership.

Experience:

  • Understanding of Personal Lines products
  • Strong attention to detail
  • Proven success in high renewal retention rates
  • Ability to adapt communication styles for individual clients
  • Excellent written and verbal communication skills

Benefits: Excellent progression opportunities, annual profit share bonus, 25 days annual leave plus bank holidays, fully funded CII pathway, employee healthcare (including dental), season ticket loan, free eye tests, casual dress code, and regular social events.

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