HNW Account Handler

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 me now on 07458 162 848 or email us at admin@lawesgroup.co.uk