Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker 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. Leadership skills are an advantage.
Responsibilities Manage multi-property, multi-vehicle and complex 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
Day-to-day Advise High Net Worth clients
Manage policy docs, invoicing, and diary tasks
Reconcile accounts and update records
Draft correspondence to company standards
Complete training and CPD
Follow compliance policies (GDPR, anti-bribery, etc.)
Experience Insurance broking experience with HNW clients
Knowledge of complex risks (multi-property/vehicle)
Experience with Acturis preferred
Strong client and insurer relationship skills
Experience in leadership an advantage
Skills 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 07458162859 or email us at admin@lawesgroup.co.uk
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