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High Net Worth Account Handler

Job Details

  • Reference: BM14288
  • Location: Middlesex
  • Salary: up to £35,000
  • Job Type: Permanent
  • Sector: General Insurance

High New Worth Account Handler

Barker Munro Recruitment are pleased to be working with a well-respected insurance organisation who are currently looking to recruit an experienced High Net Worth Account Handler for their busy team

As a High Net Worth Account Handler, you will play an important role within the High Net Worth and Private Clients team, providing support managing a large national portfolio of High Net Worth clients. Their 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.

The business is well known for providing excellent Customer Service to its large following and in order to be able to continue with this you will be a professional and convincing communicator, and enjoy being challenged in a role that will give you balance and reward in equal measures.

It’s also important that you have the confidence to seek and maximise opportunities with existing relationships and emerging wealth, as you’ll be developing and growing your own book of business within the High Net Worth space.

To be considered for this role a technically strong understanding of Personal Lines products, in particular High Net Worth and Private clients from within the General Insurance space is essential.

You will be offered a generous remuneration package (determined by your skills and ability), with some seriously good benefits including: Annual Profit Share Bonus, Fully funded Cert CII up to ACII level (including Membership, Study Materials, Exam Entry and paid study leave), 22 days annual leave (plus Bank Holidays), rising annually up to 27 days, Season Ticket Loans, Employee High Street and Online Discounts and an Auto Enrolment Pension.

No weekend work.

In time, the role will be ‘office’ based (although currently the team is operating reduced office opening times due to Covid-19 restrictions, so some home working will be required until things ease up and they can safely fully re-open the office). A laptop with softphone will be provided.

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