Private Client Advisor
Location: Penrith
Package: £Negotiable

We’re delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Company with the addition of 2 Private Client Advisors

You’ll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between.

Overview:

Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements

Key responsibilities:
*Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s
*Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
*Offer and attend physical client visits where required/appropriate
*Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
*Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
*Handle claims reported and support client through the claims process
*Complete all roles and tasks as required by your line manager, ensuring you adhere to business procedures and policies at all times
*Review client documentation and ensure its accuracy and that it meets the client’s needs.
*Ensure documents are issued within contract certain timelines.
*Ensure client files are kept up to date with all relevant communication and notes.
*Deliver excellent customer outcomes by adhering to best practice and contribute towards our customer-led culture.
*Comply with the B&B credit control procedures
*Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
*Manage and prioritise your diaries/tasks, these are to be kept up to date
*Identify and discuss with your clients any recommended and relevant additional covers
*Complete any training that is deemed necessary for your role and fully prepare for your regular 1-2-1s and year end review. Ensure you agree and complete the actions set in line with your development plan.
*Adherence to the B&B Training & Competency scheme. Receive audit feedback and ensure any improvements identified and communicated to you are implemented.
*Ensure all training is completed to deadline set. Log all training and development on your Continuous Professional Development Plan (CPD)
*As and when required undertake and participate in work related projects as requested


Skills:
*Excellent verbal and written communication skills
*Have a strong attention to detail and challenge inaccuracies with third parties
*Ability to present to customers face to face in a professional and knowledgeable manner
*Represent the business in a professional way at all times
*Proficient in operating ICT systems, applications, insurer portals etc.
*Exceptional knowledge of the Private Clients insurance market
*Able to build long standing relationships with insurers
*Prioritises time and attention on high value activities.
*Be a team player and work collaboratively to achieve a harmonised and professional environment
*Take decisive action based on the available information and accept personal responsibility for the outcome


The preferred job holder will match the following requirements:
*Relevant industry experience is preferable.
*Ability to develop and maintain business contacts and goodwill
*Excellent interpersonal, written, and verbal communication skills
*Pro-active and self-motivated
*Excellent planning and organisation skills to meet deadlines
*Excellent attention to detail
*Co-operative and supportive team player
*Represent the Company in a professional manner at all times