Private Client Insurance Adviser

www.topfinancialjobs.co.uk - Jobboard; Poole; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Private Client Insurance Adviser to join their dedicated team in Poole. This role involves managing personal lines insurance for high net worth clients, providing tailored advice, and ensuring exceptional customer service. You'll work closely with clients to assess their needs, negotiate with insurers, and maintain strong relationships. The company values professional development and offers a supportive work environment. With a range of benefits including salary sacrifice options and performance bonuses, this is an exciting opportunity for someone looking to advance their career in insurance.

Benefits

Dental Insurance

Healthcare Options

Discounts for Restaurants and Retailers

Cycle to Work Scheme

Casual Dress Code

Performance Related Bonus

Annual Leave Increases with Service

Qualifications

• At least 1 year of general insurance experience in broking or underwriting.
• Ability to manage insurance inquiries and renewals effectively.

Responsibilities

• Organize and manage personal lines insurance requirements daily.
• Advise clients on appropriate cover based on their needs.
• Create high-quality broking submission reports.

Skills

Customer Service

Negotiation Skills

Insurance Knowledge

Planning and Organization

Communication Skills

Education

General Insurance Experience

Financial Services Experience

Tools

Acturis Software

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:

• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• 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