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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 or email us at
