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Client Advisor/ Senior Client Advisor High Net Worth Insurance
Based in Kingston upon Thames area. Salary: c £50, 000 per annum (negotiable)
Fantastic opportunity to join a fast-paced HNW broking team for a well-established insurance broker. You will be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.
Key responsibilities:
- Managing a large portfolio of cross-class HNW business
- Working efficiently on achieving targets for retention, new business, and cross selling
- Dealing with general enquiries from clients, including new business, mid -term renewals and retention, always providing the best customer service
- Managing policy renewals effectively and with accuracy
- Drafting professional reports and request key information from clients
- Providing support to other team members and assist in training newer team members
- Provide a positive client experience through careful and tailored communication
Person Specification:
- A technically strong understanding of Personal Lines products in the High-Net-Worth Market
- Previous experience looking after a book of High-Net-Worth clients
- Cert CII qualified as a minimum and a desire to continue to study towards a Diploma
- Confident in building effective relationships with your clients, the team and the wider company.
- Agile and intuitive thinking; an ability to make decisions quickly and confidently
- Effective organisation, accuracy and attention to detail
- Solid workload management skills
- Effective, confident & considerate communication and an ability to adapt your communication style accordingly
- Able to demonstrate exceptional levels of integrity and discretion at all times
- Organisation, accuracy and attention to detail
- Passion, energy and a strong customer service ethos
- IT confidence and ideally, experience of using the Acturis broking system
