At a Glance
- Tasks: Provide expert insurance advice and manage complex portfolios for High Net Worth clients.
- Company: Established, independent firm with a focus on High Net Worth clients.
- Benefits: Competitive salary of £40,000 and opportunities for professional growth.
- Other info: Strong communication skills and a client-first approach are key to success.
- Why this job: Join a dynamic team and make a real impact in the insurance industry.
- Qualifications: Experience in insurance broking with High Net Worth clients is essential.
The predicted salary is between 40000 - 40000 £ per year.
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.)
- Support team service delivery
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
HNW Account Handler employer: Lawes Consulting Group
As a well-established independent Lloyd’s broker located in the heart of London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our team is dedicated to innovation in risk management, offering competitive salaries and comprehensive benefits, alongside unique opportunities to engage with multinational clients and enhance your expertise in US casualty and financial lines. Join us to be part of a forward-thinking organisation that values your contributions and supports your career aspirations.
StudySmarter Expert Advice🤫
We think this is how you could land HNW Account Handler
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Lawes Consulting Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace HNW Account Handler
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lawes Consulting Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Lawes Consulting Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Lawes Consulting Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lawes Consulting Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Lawes Consulting Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Lawes Consulting Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
