Client Advisor/ Senior Client Advisor High Net Worth Insurance

Absolutely Recruitment; Kingston upon Thames; On-site; GBP 50,000; Full time

Job summary

Join a well-established insurance broker in the Kingston upon Thames area as a key member of their high-net-worth broking team. You will manage a diverse client portfolio, ensuring tailored solutions and exceptional customer service. The role offers a competitive salary of up to £50,000 with opportunities for professional growth.

Qualifications

• Strong understanding of Personal Lines products in the High-Net-Worth Market.
• Previous experience managing a book of High-Net-Worth clients.
• Desire to pursue further qualifications.

Responsibilities

• Manage a large portfolio of cross-class HNW business.
• Achieve targets for retention and new business.
• Provide excellent customer service and manage policy renewals.

Skills

Communication

Organisational

Attention to Detail

Customer Service

Relationship Building

Education

Cert CII qualification

Tools

Acturis broking system

Job description

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