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For Companies At a Glance
- Tasks: Manage high net worth clients and provide tailored insurance solutions.
- Company: Respected independent insurance broker in Finchley, London.
- Benefits: Competitive salary, supportive team environment, and career development opportunities.
- Why this job: Work with prestigious clients and make a real impact in the insurance industry.
- Qualifications: Experience in private clients or HNW insurance and strong communication skills.
- Other info: Office-based role with excellent growth potential in a collaborative setting.
The predicted salary is between 37500 - 50000 £ per year.
Were working with a respected independent insurance broker in Finchley, London, seeking an experienced
Private Clients / High Net Worth Account Handler
to join their established team. This is an excellent opportunity to work with
High Net Worth (HNW) clients , providing bespoke insurance solutions and exceptional service in a professional and supportive environment. The role is
office-based
and offers a
competitive salary between £37,500 and £50,000 , depending on experience and qualifications.
Cert CII or equivalent insurance qualifications
are preferred.
The Role
Youll be responsible for managing a portfolio of HNW private clients, delivering tailored insurance advice and ensuring their cover is expertly maintained. Your day-to-day will include: Acting as the main point of contact for client enquiries and renewals
Managing policy documentation, endorsements, and certificates
Negotiating with underwriters to secure the best possible terms
Conducting risk assessments and advising clients on coverage improvements
Maintaining compliance with industry regulations and company standards
Supporting business growth through cross-selling and relationship management
About You
To succeed in this role, youll bring: Proven experience within
Private Clients or HNW Insurance
Strong knowledge of insurance products, underwriting principles, and industry regulations
Excellent communication and relationship-building skills
High attention to detail and accuracy in documentation
Proficiency in
Acturis
and
Microsoft Office
Cert CII qualification (or progress towards it) is preferred
Whats On Offer
Competitive salary of
£37,500
£50,000 , depending on experience
Office-based role in a well-connected London location
A collaborative, professional team environment
The chance to work with prestigious HNW clients and premium insurers
If youre passionate about providing first-class service to high-value clients and want to develop your career with a market-leading brokerage, wed love to hear from you. Apply now
to take the next step in your Private Clients Insurance career.
TPBN1_UKTJ
Insurance Account Handler employer: SK Leonard Ltd
Contact Detail:
SK Leonard Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance 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 researching the company and its clients. Show them you understand the unique needs of high net worth individuals and how you can provide tailored solutions. Confidence is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that role! We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Insurance Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Private Clients or High Net Worth insurance. We want to see how your skills match the role, so don’t be shy about showcasing your relevant qualifications and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with HNW clients and how you can provide exceptional service. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Clear, concise, and engaging writing will help us see that you can build strong relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at SK Leonard Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of insurance products and underwriting principles. Familiarise yourself with the specific needs of High Net Worth clients, as this will show that you're serious about the role and understand the unique challenges they face.
✨Showcase Your Communication Skills
Since you'll be the main point of contact for clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've built relationships in the past, as strong communication is key to success in this role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially around risk assessments and policy management. Think of specific situations where you've had to negotiate terms or improve coverage for clients, and be ready to discuss these in detail.
✨Highlight Your Attention to Detail
In this role, accuracy is crucial. Be prepared to discuss how you ensure compliance with industry regulations and maintain meticulous documentation. Sharing examples of how you've successfully managed complex portfolios can really set you apart.
