Private Clients (HNW) Account Handler

Job title: Private Clients (HNW) Account Handler
Location: London
Industry: Insurance
Salary: £27,000 - £35,000
Reference: 1667
Contact name: Paige Dadds
Contact email:

Job description

Boxtree are currently recruiting for a professional and enthusiastic broker who has experience in handling existing HNW and UHNW clients.


This is an opportunity to join an excellent business that is well respected in the market and will develop you into a senior insurance professional.


Key Responsibilities


  • Managing a book of HNW clients
  • Handling renewal process, MTA’s
  • Chasing outstanding payments
  • Dealing with client and insurer queries
  • Assist with new business quotations
  • Handle renewal documentation from insurers
  • Re-broking business, negotiation with alternative insurers and the existing insurer
  • Preparation of submissions and gathering of information client
  • Issuing and chasing up all relevant regulatory documentation
  • Manage accounts and process payments


  • 1-2 years’ experience in HNW insurance broking (across home, car, and contents)
  • Acturis experience would be beneficial


Company Benefits:


  • Group company benefits including DIS & Pension
  • Excellent progression opportunities


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

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