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For Companies At a Glance
- Tasks: Provide expert insurance advice and manage complex portfolios for High Net Worth clients.
- Company: Independent firm with a focus on high-quality client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference for High Net Worth clients.
- Qualifications: Experience in insurance broking with HNW clients and strong communication skills.
- Other info: Opportunity for career growth and leadership experience in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
Purpose of Role
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.)
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
If you have the relevant experience or know someone that does please contact me now on 07715931523 or email us at admin@lawesgroup.co.uk
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HNW Account Handler employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with High Net Worth clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and communication skills. We want you to showcase your expertise in managing complex portfolios and providing tailored insurance solutions.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and expertise. Use our website to find roles that suit your skills in handling HNW clients and managing risks effectively.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Remember, we’re all about that client-first approach, so let your personality shine through!
We think you need these skills to ace HNW Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with High Net Worth clients and insurance broking. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the HNW Account Handler role. We love seeing your personality come through, so keep it professional but let your voice be heard.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around High Net Worth clients. Understand the complexities of their portfolios and be ready to discuss tailored solutions. This will show that you're not just familiar with the basics but can provide expert advice.
✨Showcase Your Communication Skills
As a confident communicator, practice articulating your thoughts clearly and concisely. Prepare to demonstrate how you've effectively managed client relationships in the past. Use examples that highlight your ability to negotiate and influence, as these skills are crucial for the role.
✨Be Organised
Bring a notebook or digital device to jot down important points during the interview. This shows you're organised and serious about the role. Also, prepare a list of questions about the company’s approach to HNW clients and compliance standards to demonstrate your interest.
✨Understand Compliance
Familiarise yourself with compliance policies relevant to the role, such as GDPR and anti-bribery regulations. Be prepared to discuss how you’ve adhered to these standards in previous roles, as this will reassure them that you’re process-focused and aware of the importance of compliance.
