Private Client Advisor
Location: Penrith
Package: £Negotiable
We’re delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as a Forever Company™ with the addition of 2 Private Client Advisors.
You’ll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between.
Overview
Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high‑level service, adhering to company procedures and regulatory requirements.
Key Responsibilities
* Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the team’s overall budget targets "KPI’s"
* Ensure you carry out thorough pre‑renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
* Offer and attend physical client visits where required/appropriate
* Conduct a full insurer/market review for your client and recommend the most suitable policy which protects the customer’s needs
* Invite all policies within regulatory guidelines and ensure policies are renewed on or before the renewal date
* Handle claims reported and support client through the claims process
* Complete all roles and tasks as required by your line manager, ensuring you adhere to business procedures and policies at all times
* Review client documentation and ensure its accuracy and that it meets the client’s needs
* Ensure documents are issued within contract certain timelines
* Ensure client files are kept up to date with all relevant communication and notes
* Deliver excellent customer outcomes by adhering to best practice and contribute towards our customer‑led culture
* Comply with the B&B credit control procedures
* Debt management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt
* Manage and prioritise your diaries/tasks, keeping them up to date
* Identify and discuss with your clients any recommended and relevant additional covers
* Complete any training deemed necessary for your role and fully prepare for your regular 1-2‑1s and year‑end review; ensure you agree and complete the actions set in line with your development plan
* Adhere to the B&B Training & Competency scheme; receive audit feedback and ensure any improvements identified and communicated to you are implemented
* Ensure all training is completed by the deadline set, logging all training and development on your Continuous Professional Development Plan (CPD)
* As needed, undertake and participate in work‑related projects as requested
Skills
* Excellent verbal and written communication skills
* Strong attention to detail and challenge inaccuracies with third parties
* Ability to present to customers face‑to‑face in a professional and knowledgeable manner
* Represent the business in a professional way at all times
* Proficient in operating ICT systems, applications, insurer portals etc.
* Exceptional knowledge of the Private Clients insurance market
* Ability to build long‑standing relationships with insurers
* Prioritise time and attention on high‑value activities
* Be a team player and work collaboratively to achieve a harmonised and professional environment
* Take decisive action based on the available information and accept personal responsibility for the outcome
The Preferred Job Holder Will Match The Following Requirements
* Relevant industry experience is preferable
* Ability to develop and maintain business contacts and goodwill
* Excellent interpersonal, written and verbal communication skills
* Pro‑active and self‑motivated
* Excellent planning and organisational skills to meet deadlines
* Excellent attention to detail
* Co‑operative and supportive team player
* Represent the company in a professional manner at all times
Equal Opportunity Employer
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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