HNW Account Handler

Lawes Insurance Recruitment; East London; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A prominent insurance brokerage seeks a High Net Worth Account Handler in East London. The role focuses on managing high-net-worth clients, providing tailored insurance solutions, and maintaining exceptional service standards. Ideal candidates will possess strong insurance market knowledge and excellent relationship-building skills.

Qualifications

• 1+ years in an account handling role, preferably in high-net-worth insurance.
• Experience with personal and specialist insurance products.

Responsibilities

• Maintain contact with clients, ensuring policies are up to date.
• Guide clients through the claims process.
• Work with underwriters to secure competitive policy terms.

Skills

Communication

Relationship Building

Policy Management

Negotiation

Insurance Software Usage

Job description

Job title: High Net Worth Account Handler – Insurance Brokerage

Location: East London

PURPOSE OF ROLE

We are currently assisting an established Insurance Brokerage in their search for a High Net-Worth (HNW) Account Handler to join their team. This role will focus on managing and developing relationships with high-net-worth clients, providing bespoke insurance solutions, and ensuring clients’ assets are fully protected through effective policy handling, renewals, and claims management.

EXPERIENCE

• 1+ years in an account handling role, preferably in high-net-worth insurance. Personal Lines considered.
• Experience with personal and specialist insurance products (home, motor, art, yachts, etc.)
• Strong knowledge of the insurance market, underwriting, and compliance

SKILLS

• Clear and effective communication vital in dealing with clients and insurers
• Strong ability to build lasting relationships and deliver excellent service
• Ability to assess client needs and provide the right solutions
• Accuracy in policy management and documentation
• Skilled at negotiating premiums and coverage terms
• Comfortable using insurance software and CRM tools

DAY-TO-DAY RESPONSIBILITIES

• Maintain regular contact with clients, understanding their needs and ensuring their policies are up to date
• Handle quotes, renewals, and adjustments to ensure proper coverage
• Guide clients through the claims process and advocate on their behalf
• Work with underwriters to secure competitive policy terms
• Ensure all records and paperwork are accurate and compliant
• Stay updated on products and market trends relevant to HNW clients
• Periodically review and adjust client policies to ensure optimal coverage

If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at [e-mail]

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