HNW Account Handler

Purpose of Role

Established, independent High Net Worth Account Handler required to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios and ensuring first-class service. Strong communication and technical knowledge are essential.

• Manage HNW household risks predominantly but also other lines of HNW risks
• Provide tailored insurance solutions
• Handle client meetings, renewals, and insurer reviews
• Support colleagues across offices when needed
• Issue new business, MTAs, and renewals promptly
• Respond quickly to client queries
• Maintain product and market knowledge
• Assist with claims when required
• Negotiate terms with insurers and represent client interests
• Keep accurate records and follow compliance standards

• Advise High Net Worth clients
• Manage policy docs, invoicing, and diary tasks
• Reconcile accounts and update records
• Draft correspondence to company standards
• Follow compliance policies (GDPR, anti-bribery, etc.)

• Insurance broking experience with HNW clients
• Experience with Acturis preferred
• Strong client and insurer relationship skills
• Experience in leadership an advantage

• Confident communicator with strong numeracy
• Skilled negotiator and influencer
• Organised with good time management
• Team player with client-first approach
• Compliance aware and process focused

If you have the relevant experience or know someone that does please contact me now on  or email us at