High Net Worth Client Service Specialist

2 weeks ago

Twickenham, United Kingdom Insure Recruitment Full time
HNW Client Advisor Role

Insure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.

Key Responsibilities:
  • Manage a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
  • Achieve targets for client retention, new business acquisition, and cross-selling.
  • Handle client inquiries efficiently, including new business, mid-term renewals, and retention, with a focus on superior customer service.
  • Manage policy renewals accurately and effectively.
  • Prepare professional reports and request necessary information from clients.
  • Support team members and contribute to the training of new team members.
Requirements:
  • A strong technical understanding of personal lines products, with a preference for extensive experience in high-net-worth home and motor insurance.
  • The ability to work independently and collaboratively within a team environment, with a willingness to seek guidance when needed.
  • Excellent verbal and written communication skills, capable of effectively interacting with colleagues and clients at all levels.
  • A positive attitude towards learning, with the ability to quickly grasp new concepts and apply them accurately and diligently.
  • Strong organisational skills, attention to detail, and accuracy.
  • Effective, confident, and considerate communication, adapting your style to suit different audiences.
  • Intuitive thinking and the ability to make quick decisions.
  • CII certification or a commitment to pursuing it.
  • Minimum A-level education, with GCSE/O-level passes in English Language and Mathematics.
Benefits:
  • Exceptional salary DOE
  • Tailored learning and development program shaped to your career aspirations
  • Annual profit share bonus scheme
  • Hybrid Working (after qualifying period)
  • Fully funded CII pathway, including membership, study materials, exam entries, and paid study leave, with awards and bonuses to reflect progress
  • Employee Assistance Programme, providing access to vital resources like GP consultations, dental apts, health checks and mental health support, etc..
  • Cycle2work scheme, Season Ticket Loans, free eye tests through Specsavers, and long service awards.
  • Insurance discounts
  • The opportunity to be a part of their Corporate Social Responsibility program, contributing to local projects, help shape environmental policy and support staff wellbeing.
  • Daily dress-down; for us, it's not about what you wear but what you do. Just be your authentic self and dress for your day.

Please apply to the role with your latest CV.

We encourage applications from all qualified candidates, regardless of their background. If your experience doesn't perfectly align with every qualification listed, we invite you to apply. We believe in building diverse and inclusive teams.

  • Insurance Specialist

    1 week ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Insurance Specialist OpportunityWe are seeking an experienced Insurance Specialist to join our team at Absolutely Recruitment. As an Insurance Specialist, you will be responsible for managing a portfolio of High Net Worth clients, providing bespoke solutions to their personal lines insurance needs.Key responsibilities include:Managing a large portfolio of...

  • Insurance Specialist

    2 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    **High Net Worth Insurance Opportunity**We are seeking a skilled Insurance Specialist to join our fast-paced HNW broking team. As a key member of our team, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.**Key Responsibilities:**Manage a large...

  • HNW Client Advisor

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor OpportunityInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to delivering exceptional client and employee care. As part of the private client broking team, you will be responsible for managing a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance...

  • HNW Client Advisor

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor OpportunityInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to delivering exceptional client and employee care. As part of the private client broking team, you will be responsible for managing a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance...

  • Sales Negotiator

    2 weeks ago

    Twickenham, United Kingdom Worth Recruiting Full time

    Job Title: Sales NegotiatorWorth Recruiting is seeking a highly motivated and enthusiastic Sales Negotiator to join our team in Twickenham. As a Sales Negotiator, you will be responsible for selling residential property and providing excellent customer service to our clients.The ideal candidate will have a passion for sales, excellent communication skills,...

  • HNW Client Advisor

    1 month ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor Job DescriptionInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a...

  • HNW Client Advisor

    1 month ago

    Twickenham, United Kingdom Insure Recruitment Full time

    HNW Client Advisor Job DescriptionInsure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a...

  • HNW Client Advisor

    4 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions. Your responsibilities will include: Managing a substantial portfolio...

  • HNW Client Portfolio Manager

    1 week ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking a highly skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.Key Responsibilities:Manage a substantial portfolio of high-net-worth clients across various personal lines insurance classes.Achieve targets for client retention, new business...

  • HNW Client Portfolio Manager

    2 weeks ago

    Twickenham, United Kingdom Insure Recruitment Full time

    Insure Recruitment is seeking a skilled HNW Client Advisor to manage a diverse portfolio of high-net-worth clients. As part of the private client broking team, you will provide tailored personal lines insurance solutions.Key responsibilities include:Managing a substantial portfolio of high-net-worth clients across various personal lines insurance...

  • Senior Mortgage Finance Specialist

    3 days ago

    Twickenham, United Kingdom Worth Recruiting Full time

    About the Role:Vacancy: Mortgage Broker & Protection Advisor within a successful Financial Services company.Key Responsibilities:Provide mortgage and protection advice to residential clients.Develop and maintain a strong client database.Work closely with the Estate Agency to provide a seamless service.Requirements:Previous experience as a Mortgage or...

  • Senior Mortgage and Protection Advisor

    1 week ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time £60,000

    Mortgage & Protection Advisor RoleWorth Recruiting is seeking an experienced Mortgage & Protection Advisor to join their team. As a Mortgage & Protection Advisor, you will be responsible for providing mortgage services and advice to clients. Key Responsibilities:• Provide mortgage services and advice to clients• Develop and maintain relationships with...

  • Mortgage and Protection Advisor

    5 days ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time £60,000

    Mortgage & Protection Advisor OpportunityWe are seeking an experienced Mortgage & Protection Advisor to join our team at Worth Recruiting. As a Mortgage & Protection Advisor, you will be responsible for providing mortgage services and advice to clients, as well as building relationships with existing clients to increase business levels.Key...

  • Insurance Broker

    2 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Fantastic opportunity to join a fast-paced HNW broking team for a well-established insurance broker. You will be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients. As part of your role you will manage a large portfolio of cross-class HNW business, whilst aiming to achieve...

  • Client Handler

    5 months ago

    Twickenham, United Kingdom Allen Insurance Recruitment Ltd Full time

    Our Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals. Key Responsibilities include: - Provide a positive client experience through careful and tailored...

  • Insurance Professional

    2 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Key Responsibilities:As a Personal Lines Expert at Absolutely Recruitment, you will be responsible for managing an extensive book of business, providing bespoke solutions to a broad spectrum of personal lines clients. This will involve managing a large portfolio of cross-class HNW business, aiming to achieve retention & new business targets, and managing...

  • Property Manager

    2 weeks ago

    Twickenham, United Kingdom Worth Recruiting Full time

    Job Title: Property ManagerWorth Recruiting is seeking an experienced Property Manager to join our team in Twickenham. As a Property Manager, you will be responsible for managing a large portfolio of properties across the local area.Key Responsibilities:Generating safety certificates and serving of S21 and S8 NoticesNegotiating renewals, tenancy deposits,...

  • Insurance Professional

    2 weeks ago

    Twickenham, United Kingdom Absolutely Recruitment Full time

    Insurance Broker OpportunityFantastic chance to work with a well-established insurance broker in a fast-paced HNW broking team. As an Insurance Broker, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.Key Responsibilities:Manage a large portfolio of...

  • HNW Client Advisor

    1 month ago

    St. Margarets and North Twickenham, United Kingdom CV-Library Full time

    Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions. Your responsibilities will include: * Managing a substantial...

  • Lettings Administrator

    2 weeks ago

    Twickenham, Greater London, United Kingdom Worth Recruiting Full time €30,000

    Worth Recruiting – Property Industry Recruitment Vacancy: LETTINGS ADMINISTRATOR – Residential Lettings Agency Location: Twickenham, TW1 Salary: £30k Position: Permanent – Full Time A superb opportunity has arisen for an experienced Lettings Administrator who would like to develop their career in the property industry with a smart independent...