Coppersmith Recruitment and Services, on behalf of our esteemed client, is seeking a dedicated Private Clients Account Handler to manage insurance needs for high-net-worth individuals. This role is pivotal in delivering tailored insurance solutions with exceptional care and expertise. You will work closely with clients, underwriters, and internal teams to ensure comprehensive coverage and outstanding service, all while navigating the unique requirements of high-value portfolios.

Key Responsibilities:

Client Relationship Management:

Build and maintain strong relationships with high-net-worth clients, acting as their primary point of contact.

Understand each client's distinct insurance requirements and provide bespoke advice and solutions.

Policy Management:

Handle policy queries, adjustments, and renewals with meticulous attention to detail.

Ensure accuracy and completeness in policy documentation, endorsements, and certificates.

Collaborate with underwriters to negotiate the best coverage terms tailored to high-value assets and unique client needs.

Risk Assessment and Analysis:

Conduct thorough risk assessments to identify potential coverage gaps and recommend enhancements.

Stay updated on industry trends, emerging risks, and regulatory changes impacting high-net-worth clients.

Policy Compliance:

Ensure all client policies adhere to industry regulations and contractual obligations.

Proactively inform clients of regulatory updates and their potential impact on coverage.

Documentation and Reporting:

Maintain organised and precise electronic client files and documentation.

Prepare and present detailed reports on clients' insurance portfolios.

New Business Development:

Identify opportunities to enhance client coverage through upselling and cross-selling.

Collaborate with colleagues to support business growth initiatives.

Insurance Knowledge and Training:

Stay abreast of evolving insurance products, coverage options, and industry best practices.

Engage in ongoing training and professional development to enhance expertise.

Customer Service Excellence:

Provide an elevated level of customer service, addressing client inquiries and concerns with professionalism and urgency.

Foster client satisfaction and retention through proactive communication and tailored solutions.

Quality Assurance:

Conduct peer reviews of documentation and files to ensure accuracy and mitigate errors.

Contribute to continuous improvement efforts to enhance service quality and operational efficiency.

Other Duties:

Adapt to evolving business needs and undertake additional duties as required.

Experience & Qualifications:

Extensive knowledge of insurance products, underwriting principles, and industry regulations specific to high-net-worth individuals.

Exceptional communication and interpersonal skills.

Impeccable attention to detail and accuracy in policy management.

Strong analytical and problem-solving abilities.

Ability to collaborate seamlessly with various stakeholders.

Proficiency in insurance software (e.g., Acturis) and Microsoft Office Suite.

Commitment to ethical business practices and adherence to industry standards.

This position offers a unique opportunity to manage sophisticated insurance portfolios and build lasting relationships with high-net-worth clients. If you are a dedicated professional passionate about delivering exceptional service, we encourage you to apply through Coppersmith Recruitment and Services.

INDWC

Job Type: Full-time

Pay: £35,000.00-£40,000.00 per year

Additional pay:

* Commission pay

Schedule:

* Monday to Friday

Experience:

* High Net Worth Insurance: 1 year (required)

Work Location: In person