Job Title: HNW Client Handler / Client Advisor
Salary: Up to £45,000 DOE
Location: Richmond- Hybrid working after qualifying period
PURPOSE OF ROLE
We are seeking an experienced Personal Lines insurance professional with a passion for people and customer service to join our client's specialist High Net Worth team. As a Client Handler/Advisor, you will be responsible for delivering high-quality insurance products and related advice to High Net Worth individuals.
RESPONSIBILITIES
- Provide a positive client experience through careful and tailored communication
- Manage renewals with accuracy and certainty
- Confidently deal with policy adjustments, renewal invitations, and placing policies
- Assist with new business and identify cross-selling and upselling opportunities
- Manage your own book of business, ensuring insurance needs are met
EXPERIENCE:
- A technically strong understanding of Personal Lines products
- Experience of using the Acturis broking system (nice to have)
- Cert CII qualified or prepared to commit to your Cert journey (nice to have)
SKILLS
- Agile and intuitive thinking; an ability to make decisions quickly and confidently
- Effective organisation, accuracy, and attention to detail
- Solid workload management skills
- Excellent level of written and verbal communication
- Ability to demonstrate exceptional levels of integrity and discretion at all times
- Passion, energy, and a strong customer service ethos
DAY-TO-DAY
- You will be developing and growing your own book of business, seeking and maximising opportunities with existing relationships and emerging wealth.
**If you have the relevant experience or know someone that does please contact me now on or email us at