High Net Worth (HNW) Account Manager – South Yorkshire
Up to £35,000 + Bonus + Excellent Benefits + Hybrid Working
We’re thrilled to continue our collaboration with a leading independent broking group as they further strengthen their presence in South Yorkshire. As part of their continued investment in the region, we’re now seeking a talented HNW Account Manager to join the team, focusing on the servicing and retention of a well-established portfolio of high-net-worth and personal lines clients.
About the Role
In this client-centric role, you’ll be instrumental in managing and nurturing relationships with personal and HNW clients. Your focus will be on delivering tailored insurance solutions, overseeing renewals, and ensuring each client’s evolving needs are met with expert guidance and care. This is a fantastic opportunity for someone looking to develop their career in personal lines, with the full support of an established and respected broking business.
Key Responsibilities
-
Build and maintain strong, lasting relationships with a portfolio of HNW and personal lines clients
-
Manage a book of business generating approximately £200k in income (80% HNW/Connected, 20% Personal Lines)
-
Act as the primary point of contact for clients—handling queries, providing expert advice, and supporting them throughout the policy lifecycle
-
Conduct regular portfolio reviews to ensure policies remain aligned with clients' current needs
-
Identify and pursue new business opportunities via referrals, networking, and word-of-mouth
-
Manage timely and accurate renewals, ensuring policies reflect any changes in circumstances
-
Negotiate competitive terms with insurers on behalf of clients
-
Maintain up-to-date knowledge of personal insurance products and relevant compliance regulations
What We’re Looking For
-
Experience in a customer-facing role within the insurance industry, ideally within personal lines or private clients
-
A solid understanding of personal insurance products (e.g. home, motor, travel)
-
Familiarity with insurance systems such as Acturis (or similar platforms)
-
Awareness of FCA compliance and Consumer Duty obligations
-
Strong interpersonal and communication skills, with a client-focused mindset
-
Well-organised and proactive, with the ability to manage a busy portfolio effectively
-
A collaborative team player with a passion for delivering outstanding service
-
Willingness to work towards professional qualifications (support is provided)
What’s on Offer
-
Basic salary up to £35,000
-
Performance bonus based on new business growth
-
25 days holiday + bank holidays
-
Private medical insurance & life assurance
-
Pension scheme
-
Hybrid working (3 days in the office, 2 from home)
-
Full support for CII qualifications
-
Clear and genuine pathways for career progression—whether into client-facing roles or leadership positions