Private Client/ HNW Account Handler

5 days ago

London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time
About the Role

Your new company is a privately-owned Insurance Broker with a strong presence in the City, established for over 20 years and rapidly growing into one of the UK market leaders. They specialize in Private Clients/ HNW, Property Owners, and Commercial Insurance business, committed to treating customers fairly and being transparent in all their dealings.

Job Summary

This permanent position has arisen in the Renewal team, handling existing business and requiring a HNW Account Executive to look after an existing book of Net Worth, Household, Standard Household, and Motor HNW Risks. The successful candidate will be responsible for dealing with all renewal business from inception to completion, including client enquiries and midterm adjustments, as well as building relationships with wider partnerships and Brokers, liaising with Underwriters to secure the best terms for clients, and preparing technical documentation.

Key Responsibilities
  • Handling existing business, including Net Worth, Household, Standard Household, and Motor HNW Risks
  • Dealing with all renewal business from inception to completion
  • Client enquiries and midterm adjustments
  • Building relationships with wider partnerships and Brokers
  • Liaising with Underwriters to secure the best terms for clients
  • Preparing technical documentation
  • Ensuring compliance and maintaining accurate records
Requirements

The ideal candidate will have previous experience working as an Account Handler or Account Executive dealing with HNW or Household business, as well as experience with renewals. They will be confident in their knowledge of compliance and have a good working knowledge of Microsoft Office, including Excel and Word, and/or Open GI or Acturis.

What We Offer

The successful candidate will be offered a salary of up to £40,000, a comprehensive benefits package, and bonus opportunities. They will also receive support from Directors and Managers and enjoy working for an established City-based Broker within a successful private client team.

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