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