Private Client Insurance Adviser

Brown & Brown; Poole; On-site; GBP 30,000 - 50,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Private Client Insurance Adviser, um ein engagiertes Team in Poole zu verstärken. In dieser Rolle bieten Sie maßgeschneiderte Lösungen für wohlhabende Kunden, die persönliche Versicherungsbedürfnisse haben. Sie werden für die Verwaltung von bestehenden Kundenbeziehungen verantwortlich sein und die Möglichkeit haben, Ihre Fähigkeiten im Kundenservice und in der Verhandlung zu zeigen. Das Unternehmen legt großen Wert auf eine marktführende Kundenservicemodell und bietet zahlreiche Vorteile, darunter ein flexibles Gehaltspaket, Leistungen zur Gesundheitsförderung und eine freundliche Büroumgebung. Wenn Sie eine Leidenschaft für Versicherungen haben und in einem unterstützenden Team arbeiten möchten, ist dies die ideale Gelegenheit für Sie.

Benefits

Verhandelbares Gehalt

Pensionsbeitrag

Zahn- und Gesundheitsversorgung

Rabatte für Restaurants und Einzelhändler

Fahrrad-Leasing-Programm

Gesundheits- und Wellnessprogramm

Casual Dress Code

Leistungsabhängiger Bonus

Jahresurlaub, der mit der Betriebszugehörigkeit steigt

Qualifications

• Mindestens 1 Jahr Erfahrung in der allgemeinen Versicherung oder Finanzdienstleistungen.
• Fähigkeit, neue Anfragen und Policenänderungen zu bearbeiten.

Responsibilities

• Verwalten von Versicherungsanforderungen für Privatkunden täglich.
• Erstellen von hochwertigen Berichten zur Risikobewertung.

Skills

Versicherungserfahrung

Kundenservice

Verhandlungsgeschick

Planungs- und Organisationsfähigkeiten

Kommunikationsfähigkeiten

Education

Zertifikat CII (angestrebt)

Tools

Acturis

Job description

Title: Private Client Insurance Adviser
Location: Poole, Dorset
Salary: 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 enquiries in a proactive manner
• Review the demands and needs of assigned customers and advise on the most appropriate cover to meet their demands and needs
• Create high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skills
• Produce accurate quality client documentation is provided to clients.
• Work with insurers and other third parties regarding client insurances and needs building effective business relationships.
• Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
• Adhere to FCA regulations and requirements.

What's on offer:

• Negotiable Salary, package & benefits
• Joint Pension contribution scheme
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Health & Wellbeing programme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service

Your Experience:

• Requirement of at least 1+ year general insurance experience either broking or underwriting, consideration will be given to other Financial Services sector experience.
• Ability to handle new enquiries, renewals and mid-term adjustments of insurance policies
• Good customer service and negotiation skills
• Effective planning, administration and organisational skills
• Ability to work calmly under pressure
• Excellent oral and written communication skills with the ability to professionally represent the Company
• Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
• Acturis insurance broking software knowledge is an advantage
• Commitment to progress towards Cert CII