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HNW Client Handler / Client Advisor

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Richmond

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Category:

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Contract Type:
Not provided

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Salary:

35000.00 - 45000.00 GBP / Year

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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)
  • 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

Nice to have:

  • Experience of using the Acturis broking system
  • Cert CII qualified or prepared to commit to your Cert journey

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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