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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