High net worth account handler

  • Cv Library
  • London
  •   £25,000 - £35,000
  • posted 22 days ago
  • CV-Library.co.uk

Job description:

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
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