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:
1. Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently.
2. Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions.
3. Conduct thorough risk assessments and analysis to determine appropriate coverage for clients.
4. Negotiate with insurance underwriters to obtain the best terms and conditions for clients.
5. Prepare and present insurance proposals to client...