High Net Worth Account Handler

John Williams have partnered with an independent broker based in Southwest London. Founded over 25 years ago they bring their clients a wealth of market experience. They employ highly skilled staff dedicated to providing unrivalled service to their clients.

They are currently recruiting for a High Net Worth Account Handler to join their team. As a High Net Worth Account Handler, you will be responsible for managing a portfolio of high-net-worth clients and providing them with exceptional service and tailored insurance solutions.

Key Responsibilities:

• Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently
• Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions
• Conduct thorough risk assessments and analysis to determine appropriate coverage for clients
• Negotiate with insurance underwriters to obtain the best terms and conditions for clients
• Prepare and present insurance proposals to clients, explaining coverage options and pricing
• Process policy changes, endorsements, and renewals accurately and efficiently
• Handle claims on behalf of clients, ensuring prompt and fair settlement
• Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information

Qualifications:

• Demonstrable experience as an Account Handler in the High Net Worth/Private Clients insurance sector
• Strong knowledge of HNW insurance products and coverage options
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
• Proven track record of delivering exceptional customer service and exceeding client expectations
• Ability to work independently and manage a large portfolio of clients effectively
• Strong attention to detail and organisational skills