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For Companies At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients while providing tailored insurance solutions.
- Company: Join a well-established Insurance Brokerage known for its commitment to client satisfaction.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that values strong client relationships and offers impactful insurance solutions.
- Qualifications: 1+ years in account handling, preferably in high-net-worth insurance; strong communication and negotiation skills required.
- Other info: Contact us if you or someone you know fits the bill!
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Job title: High Net Worth Account Handler – Insurance Brokerage
Salary: £40,000
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 us now or email us at (email address).
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HNW Account Handler employer: Lawes Consulting Group
Contact Detail:
Lawes Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Account Handler
✨Tip Number 1
Make sure to highlight your experience with high-net-worth clients in your conversations. This role is all about building relationships, so demonstrating your ability to connect with affluent clients will set you apart.
✨Tip Number 2
Stay updated on the latest trends in the insurance market, especially those that affect high-net-worth individuals. Being knowledgeable about current products and market conditions will show your commitment and expertise during discussions.
✨Tip Number 3
Practice your negotiation skills! Since this role involves securing competitive policy terms, being able to effectively negotiate premiums and coverage will be crucial. Consider role-playing scenarios to build your confidence.
✨Tip Number 4
Familiarize yourself with the specific insurance software and CRM tools mentioned in the job description. Being comfortable with these tools will not only help you in the role but also demonstrate your readiness to hit the ground running.
We think you need these skills to ace HNW Account Handler
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the HNW Account Handler position. Understand the key responsibilities and required skills, especially focusing on managing relationships with high-net-worth clients and providing bespoke insurance solutions.
Tailor Your CV: Customize your CV to highlight relevant experience in account handling, particularly in high-net-worth insurance. Emphasize your knowledge of personal and specialist insurance products, as well as your ability to build lasting client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the insurance industry and your understanding of the needs of high-net-worth clients. Mention specific examples of how you've successfully managed client accounts and provided excellent service.
Highlight Communication Skills: Since clear and effective communication is vital for this role, make sure to provide examples in your application that demonstrate your strong communication skills, both written and verbal, as well as your ability to negotiate effectively.
How to prepare for a job interview at Lawes Consulting Group
✨Showcase Your Relationship-Building Skills
Since this role focuses on managing high-net-worth clients, be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully engaged with clients and tailored solutions to meet their unique needs.
✨Demonstrate Your Knowledge of Insurance Products
Familiarize yourself with various personal and specialist insurance products relevant to high-net-worth individuals, such as home, motor, art, and yacht insurance. Be ready to discuss how these products can be tailored to protect clients' assets effectively.
✨Prepare for Claims Management Scenarios
Understand the claims process thoroughly and be prepared to discuss how you would guide clients through it. Highlight any past experiences where you advocated for clients during claims, showcasing your negotiation skills and commitment to excellent service.
✨Stay Updated on Market Trends
Research current trends in the insurance market, especially those affecting high-net-worth clients. Being knowledgeable about recent developments will demonstrate your commitment to providing the best possible service and solutions for clients.
