High Net Worth Account Handler Jobs

High Net Worth Senior Account Handler

Lawes Consulting Group are working with an expanding independent brokerage who a...

Location

United Kingdom , City of London

Salary:

50000.00 - 60000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

proven sales experience in a direct to customer, face to face sales role with high net worth clients
excellent communicator
exceptional planning and organisational skills
ability to work under pressure

Job Responsibility

dealing with all ultra-high net worth policies
client facing
covering a range of policies including sports car/supercars, classic cars, yachts, home and contents, jewellery, fine art, property owners

Fulltime

Private Clients Account Handler

An experienced insurance professional is needed to join a respected brokerage as...

Location

United Kingdom , Buckinghamshire

Salary:

40000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A minimum of two years’ experience as an Account Handler within an insurance brokerage
Experience handling Personal Lines / High Net Worth (HNW) insurance products
Strong knowledge of insurance markets with existing insurer relationships
Risk-aware when handling customer information
Excellent communication and negotiation skills
Strong customer service focus with the ability to build and maintain client relationships
High level of accuracy and attention to detail
Ability to take initiative and support team members proactively
Computer literacy, with experience using Acturis preferred

Job Responsibility

Achieve targets, plans, and budgets relevant to your role, contributing to the overall team performance
Maintain regular contact with clients to ensure their insurance needs are met and service levels are upheld
Collaborate with Account Executives and Handlers to ensure a seamless customer experience
Maintain professional, clear, and complete client records, ensuring continuity when absent
Participate in client meetings, renewals, appraisals, and service meetings
Ensure compliance with FCA regulations and internal company policies, adhering to Treating Customers Fairly (TCF) principles
Engage in ongoing professional development to enhance skills and industry knowledge

Fulltime

New Business Account Handler

As a New Business Account Handler, you will be responsible for prospecting, gene...

Location

United Kingdom , Kent

Salary:

30000.00 - 35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of 2 years’ experience in providing specialist advice in the insurance market
Cert CII
Working knowledge of all the main classes of General Insurance and the CII’s Code of Ethics and GDPR
Knowledge of motor trade insurance or High Net Worth within motor insurance is desirable
Acturis Knowledge is preferred
Good level of technical insurance skills, to be assessed by regular in-house testing
Accuracy and attention to detail
Ability to process work quickly and efficiently
Excellent client service skills
Good negotiation and broking skills

Job Responsibility

Assist in achieving new business targets through converting incoming warm leads and self-generated lead work
Liaise effectively with the Account Executive to ensure an appropriate strategy for winning new business
Undertake market exercises to establish the most competitive terms available
Ensure premiums are collected prior to the commencement of cover and in line with procedures
Record all relevant information, correspondence, and documentation on Acturis and make effective use of the diary system
Produce accurate and professional documentation at all times using relevant Howden templates
Actively cross-sell products from other Divisions
Refer all queries that fall outside own experience, knowledge, and authority to senior staff

Fulltime

HNW Account Handler

Established, independent High Net Worth Account Handler required to service High...

Location

United Kingdom , North London

Salary:

40000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Insurance broking experience with HNW clients
Experience with Acturis preferred
Strong client and insurer relationship skills
Experience in leadership an advantage
Confident communicator with strong numeracy
Skilled negotiator and influencer
Organised with good time management
Team player with client-first approach
Compliance aware and process focused

Job Responsibility

Manage HNW household risks predominantly but also other lines of HNW risks
Provide tailored insurance solutions
Handle client meetings, renewals, and insurer reviews
Support colleagues across offices when needed
Issue new business, MTAs, and renewals promptly
Respond quickly to client queries
Maintain product and market knowledge
Assist with claims when required
Negotiate terms with insurers and represent client interests
Keep accurate records and follow compliance standards

Fulltime

Household Account Handler

Lawes Consulting are working with an independent insurance brokerage who are loo...

Location

United Kingdom , Kent

Salary:

35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience in an insurance broking or client-facing role is highly desirable
Familiarity with handling High Net Worth and personal insurance policies is advantageous
Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial (training will be provided)
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Strong understanding of insurance broking principles and practices
Excellent communication and interpersonal skills to build and maintain client relationships
Highly organised with the ability to manage multiple tasks and deadlines effectively
Attention to detail and a proactive approach to problem-solving

Job Responsibility

Engage with clients, guiding them through the sales process with professionalism and expertise
Research and provide accurate and competitive new quotations tailored to client needs
Proactively reconnect with former clients and previous enquirers to offer renewal quotations
Manage the renewal book for existing clients, ensuring timely and efficient policy renewals
Process renewals and arrange payment, including facilitating finance schemes where required
Maintain a well-organised and up-to-date diary system to track client interactions and deadlines
Perform additional duties as requested by the Line Manager, aligned with the nature of this position
Communicate effectively with clients to understand their insurance needs and provide tailored solutions
Collaborate with internal teams to ensure seamless policy management and client satisfaction
Stay informed about industry trends, regulatory requirements, and company policies to maintain compliance and deliver exceptional service

Fulltime

New

Business Development Manager

Our client, a leading specialist agency in London, is looking for a Business Dev...

Location

United Kingdom , London

Salary:

50000.00 GBP / Year

Blu Digital

Expiration Date

Until further notice

Requirements

Proven track record at building business
Sales driven
Strong relationship building skills
Strong presentation abilities
Confident speaker
Ability to provide clear strategies across Digital Marketing
Ability to project manage implementation
Ability to work well within a fast-paced environment with ever changing needs
Ability to work well in a team

Job Responsibility

Identify new business opportunities for the agency
Translate Digital offerings across Social Media and website builds

Fulltime

New

Staff Forward Deployed Product Manager

Demand is surging for product managers who can partner hands-on with our most st...

Location

United States , San Francisco

Salary:

220500.00 - 245000.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

Customer centricity: Deep customer empathy with a strong bias for action
Communication: Ability to speak to different audiences with clarity and impact
Technical fluency: Ability to talk about modern tech stack, from APIs and SaaS infrastructure to LLMs and low-code tooling
Strong cross-functional collaboration: Ability to understand and navigate organizational boundaries
Navigating Ambiguity: Thrive in ambiguous, fast-changing environments
Operational rigor: Highly organized, structured in approach

Job Responsibility

Partner directly with customers to design, deploy, and scale Fin AI Agent for their business
Understand their goals, business challenges and technical requirements in detail
Prepare and present demos, as well as pitch Fin
Hands on configuration of Fin to meet their needs
Identify and solve blockers to implementation
Act as an AI expert, providing them with insight to achieve outstanding results with Fin
Collaborate closely with Sales, Success, and Product teams
Translate frontline insights into scalable product features
Develop repeatable playbooks and deployment patterns
Contribute to and evolve the Forward Deployed Product Management function within Intercom

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family

Fulltime

New

Mobile Associate - Retail Sales

This role supports retail operations by engaging customers and facilitating thei...

Location

United States , Tulsa

Salary:

17.50 USD / Hour

T-Mobile

Expiration Date

Until further notice

Requirements

High School Diploma/GED
6 months of customer service and/or sales experience, Retail environment preferred
Passionate customer advocate with the desire to be yourself when connecting and having fun doing it
Competitive drive and proven ability to succeed in a fast-paced sales environment
Willingness to work alongside peers and store leaders, learning and sharing ideas, while serving customers and providing resolutions to issues
Effective at balancing customer needs and performance goals
At least 18 years of age
Legally authorized to work in the United States

Job Responsibility

Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs
Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement
Complete required training to build knowledge of retail processes, systems, and wireless technology innovations
Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives
Also responsible for other duties/projects as assigned by business management as needed

What we offer

Annual stock grant
Employee stock purchase plan
401(k)
Access to free, year-round money coaches
Medical, dental and vision insurance
Flexible spending account
Paid time off and up to 12 paid holidays
Paid parental and family leave
Family building benefits
Back-up care

Parttime

High Net Worth Account Handler

Lawes Consulting Group

Location:
United Kingdom , East London

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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High Net Worth Senior Account Handler

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High Net Worth Account Handler

Lawes Consulting Group

Location:United Kingdom , East London

Category:Insurance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 27, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for High Net Worth Account Handler

High Net Worth Senior Account Handler

Private Clients Account Handler

New Business Account Handler

HNW Account Handler

Household Account Handler

Business Development Manager

Staff Forward Deployed Product Manager

Mobile Associate - Retail Sales

Location:
United Kingdom , East London

Category:
Insurance

Contract Type:
Employment contract

Job Posted:
March 27, 2025