HNW Client Handler / Client Advisor, Lawes Consulting Group

HNW Client Handler / Client Advisor

Lawes Consulting Group

Location:

United Kingdom, Richmond

Category:

Insurance

Contract Type:

Not provided

Salary:

35000.00 - 45000.00 GBP / Year

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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

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