HNW Account Handler

1 day ago

Leamington Spa, Warwickshire, United Kingdom Cavendish Maine Recruitment Full time
About the Role

Cavendish Maine Recruitment is seeking a highly skilled HNW Account Handler to join their team. As a key member of the team, 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.
  • 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.
Requirements
  • 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
What We Offer
  • Salary to £42k
  • Market leading benefits package
  • Hybrid - 2 days/week in the office
  • Excellent opportunity for career development and progression

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