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- Manage a sizeable portfolio of HNW/UHNW clients, ensuring their insurance needs are met effectively and efficiently
- Build and maintain strong relationships with HNW/UHNW clients, understanding their unique insurance needs and providing them with personalised solutions
- Conduct thorough risk assessments and analysis to determine appropriate coverage for clients
- Negotiate with insurance underwriters to obtain the best terms and conditions for clients
- Prepare and present insurance proposals to clients, explaining coverage options and pricing
- Process policy changes, endorsements, and renewals accurately and efficiently
- Handle claims on behalf of clients, ensuring prompt and fair settlement
- Stay up to date with industry trends and changes in insurance regulations to provide clients with the most relevant and accurate information
- Demonstrable experience as an Account Handler in the High Net Worth/Private Clients insurance sector
- Strong knowledge of HNW insurance products and coverage options
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- Proven track record of delivering exceptional customer service and exceeding client expectations
- Ability to work independently and manage a large portfolio of clients effectively
- Strong attention to detail and organisational skills
