HNW Account Handler

A highly respected insurance broker is looking to appoint an experienced High Net Worth Account Handler to join their established Private Clients team. This is a fantastic opportunity to become part of a well-supported, professional environment where client service is the top priority.

Working alongside a knowledgeable and friendly team, you’ll be responsible for managing a portfolio of mid and high-net-worth individuals, as well as some connected corporate clients. This is a role where attention to detail, technical knowledge, and excellent communication skills are essential.

Responsibilities of the HNW Account Handler:

• Manage an existing portfolio of Private Clients, delivering outstanding service and tailored insurance solutions.
• Conduct in-depth risk assessments to ensure clients are properly protected.
• Advise on appropriate HNW coverage and present clear, accurate insurance proposals.
• Negotiate terms with insurers to secure the best possible outcomes.
• Handle policy adjustments, renewals, and documentation promptly and professionally.
• Build strong, long-term relationships with clients and maintain regular contact.
• Keep up to date with insurance market trends and regulatory changes.

What we are looking for:

• Proven experience in a similar broking role within Private Clients or Personal Lines insurance.
• High Net Worth experience is highly desirable, but not essential.
• A good knowledge of private household, motor, travel and other relevant products.
• Excellent communication and relationship-building skills.
• High attention to detail and the ability to manage multiple client needs.
• Capable of working independently while also contributing to a team-focused environment.
• Experience using Acturis and Microsoft Office is desirable.

Salary & Benefits:

• Basic salary of £30,000 - £35,000 plus benefits.
• 25 days’ holiday (plus bank holidays), with the option to buy additional days.
• Company pension scheme with employer contributions.
• Group Life Assurance.
• Income protection and a health cash plan.
• Additional perks include volunteering days, share schemes, discounted gym membership, critical illness cover, season ticket loan, retail discounts, and emergency family care.

Ready to Take the Next Step?

If you’re an experienced HNW / Private Client Account Handler looking for an exciting new opportunity, apply today with your CV!

Want to learn more? Call one of our specialist consultants and quote job reference NJR15912.