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:
1. A technically strong understanding of Personal Lines products in the High-Net-Worth Market
2. Previous experience looking after a book of High-Net-Worth clients
3. Cert CII qualified as a minimum and a desire to continue to study towards a Diploma
4. Confident in building effective relationshi...