HNW Private Clients Insurance Account Handler
HNW Private Clients Insurance Account Handler

HNW Private Clients Insurance Account Handler

City of London Full-Time 33600 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage high-net-worth clients and provide tailored insurance solutions.
  • Company: Join a dynamic team in London focused on client relationships and growth.
  • Benefits: Enjoy flexibility, autonomy, and up to £10,000 in bonuses.
  • Why this job: Build lasting relationships while advancing your career in a supportive environment.
  • Qualifications: Experience in personal lines or HNW insurance is essential.
  • Other info: Work closely with an experienced Director dedicated to your development.

The predicted salary is between 33600 - 42000 £ per year.

Location - London

Salary - up to £42,000

Role Overview:

Manage a portfolio of high-net-worth clients, focusing on renewals, mid-term adjustments (MTAs), and providing tailored insurance solutions. You will build strong, lasting client relationships – not just process paperwork.

Key Responsibilities:

  • Handle 30-40 renewals per month
  • Manage premiums up to £50,000
  • Lines of business: 90% HNW Household, 10% Motor
  • Open market broking
  • Client visits as needed

Highlights:

  • Reporting to a highly experienced Director who genuinely invests in staff – training, support, and long-term career growth
  • A sociable, supportive and friendly team
  • Flexibility, autonomy and real progression opportunities

Ideal Candidate:

  • Proven background in personal lines or HNW insurance, particularly in Household.
  • Strong communication, relationship-building, and negotiation abilities.
  • Ambitious, motivated, and client-focused

Salary up to £42,000 plus opportunity to earn an extra £10,000 (split across 4 bonus schemes)

HNW Private Clients Insurance Account Handler employer: Pavilion Recruitment Solutions

As a leading provider of high-net-worth insurance solutions in London, we pride ourselves on fostering a supportive and sociable work environment where employees can thrive. With a strong emphasis on professional development, our team members benefit from tailored training and mentorship from experienced leaders, ensuring meaningful career progression. Join us to build lasting client relationships while enjoying the flexibility and autonomy that come with managing your own portfolio.
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Contact Detail:

Pavilion Recruitment Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land HNW Private Clients Insurance Account Handler

✨Tip Number 1

Familiarise yourself with the specific needs and preferences of high-net-worth clients. Understanding their unique requirements will help you tailor your approach during interviews and demonstrate your ability to build strong relationships.

✨Tip Number 2

Network within the insurance industry, particularly with professionals who specialise in high-net-worth accounts. Attend relevant events or join online forums to connect with others and gain insights that could give you an edge in your application.

✨Tip Number 3

Prepare to discuss your experience with renewals and mid-term adjustments in detail. Be ready to share specific examples of how you've successfully managed similar portfolios, as this will showcase your expertise and suitability for the role.

✨Tip Number 4

Research StudySmarter and our values, especially our commitment to staff development and client relationships. Being able to articulate how your personal goals align with our mission can make a strong impression during the interview process.

We think you need these skills to ace HNW Private Clients Insurance Account Handler

High Net Worth Insurance Knowledge
Client Relationship Management
Communication Skills
Negotiation Skills
Attention to Detail
Portfolio Management
Renewal Processing
Mid-Term Adjustments (MTAs)
Open Market Broking
Problem-Solving Skills
Time Management
Sales Acumen
Customer Service Orientation
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in handling high-net-worth clients and personal lines insurance. Emphasise any relevant achievements, particularly in renewals and client relationship management.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the importance of building strong client relationships. Mention specific examples from your past experience that demonstrate your communication and negotiation skills.

Highlight Relevant Skills: In your application, focus on skills that are crucial for this position, such as your ability to manage high-value premiums and your experience with open market broking. Use keywords from the job description to align your application with their needs.

Show Enthusiasm for Growth: Express your ambition and motivation for career growth in your application. Mention how you value training and support, and how you see yourself contributing to the team while developing your skills further.

How to prepare for a job interview at Pavilion Recruitment Solutions

✨Showcase Your Relationship-Building Skills

Since the role focuses on managing high-net-worth clients, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples of how you've successfully engaged with clients in the past, highlighting your communication and negotiation skills.

✨Understand the HNW Insurance Landscape

Familiarise yourself with the specifics of high-net-worth insurance, particularly in household and motor lines. Being able to discuss current trends or challenges in the industry will show your expertise and commitment to the role.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities in real-life scenarios. Think about how you would handle renewals or mid-term adjustments for high-value clients, and be ready to articulate your thought process clearly.

✨Express Your Ambition and Motivation

The ideal candidate is described as ambitious and motivated. Be sure to convey your career aspirations and how this role aligns with your long-term goals. This will resonate well with the interviewers who value growth and development.

HNW Private Clients Insurance Account Handler
Pavilion Recruitment Solutions
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