Title: Private Client Insurance AdviserLocation: Poole, DorsetSalary: Negotiable + benefits
Overview:
We are currently looking for a Private Client Insurance Adviser to join the dedicated and experienced team in the Poole office.
As an Adviser you will offer and renew contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. You will manage an existing book of business assisting with new enquiries to expand the Company's client base.
You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.
We are looking to the future and pride ourselves on delivering a market leading client service model with a long list of products providers and covers. The office team is a friendly, caring and welcoming group of knowledgeable people. The day to day:
Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
Handle nominated existing business insurance ...