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2 059

Finance Analyst jobs in South Africa

HNW Account Handler

Lawes Insurance Recruitment

East London
On-site
ZAR 300,000 - 450,000
30+ days ago
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Accountant

Apex Group

South Africa
On-site
ZAR 400,000 - 600,000
30+ days ago

Cost and Management Accountant

Abantu Staffing Solutions

Durban
On-site
ZAR 400,000 - 600,000
30+ days ago

Accountant

Exceed Human Resource Consultants

Bellville
On-site
ZAR 300,000 - 500,000
30+ days ago

Full-Cycle Bookkeeper | Pastel, Payroll & VAT Specialist

Many in 2 one

Johannesburg
On-site
ZAR 200,000 - 300,000
30+ days ago
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Johannesburg
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ZAR 200,000 - 300,000
30+ days ago

Accountant

Yassir

Johannesburg
On-site
ZAR 200,000 - 300,000
30+ days ago

Senior Bookkeeper

Exceed Human Resource Consultants

Paarl
On-site
ZAR 200,000 - 300,000
30+ days ago
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Bookkeeper Team Leader

Exceed Human Resource Consultants

Paarl
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ZAR 300,000 - 500,000
30+ days ago

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HNW Account Handler
Lawes Insurance Recruitment
East London
On-site
ZAR 300 000 - 450 000
Full time
30+ days ago

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 admin@lawesgroup.co.uk

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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