HNW Account Handler

A highly regarded national broker are currently looking to add a High Net Worth / Private Clients Account Handler to their established team. They seek a driven and motivated professional with previous HNW insurance experience to support the needs of a diverse and interesting group of clients.

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.

The Account Handler is the first point of contact for all external queries and issues and will require the skills and knowledge to meet client expectations.

This is a hybrid position with 2 days/week in the office.

About the role:

• 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.
• 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.

Key skills/experience required:

• Previous account handling experience gained within a HNW / Private Clients insurance environment combined with relevant technical knowledge of HNW products and coverage options.
• Good communication, decision making and problem-solving skills.
• Excellent relationship building skills.
• The ability to work under pressure and assimilate large quantities of information quickly
• Influencing and negotiation skills
• Commercial awareness
• An eagerness to progress with your ACII qualification would be supported, but is not essential

Salary/Benefits Information:

• Salary to £42k
• Market leading benefits package
• Hybrid - 2 days/week in the office
• Excellent opportunity for career development and progression

Contact: David Harries

Reference: DH/86847

Candidate care:

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.