You will:
* Support Head of Private Clients manage a portfolio of client insurance plans in a professional and ethical manner following agreed procedures.
* Build strong personal relationship with our private clients to help with their insurance needs
* Cover queries, mid-term adjustments, quotations for additional insurances, document issue and many other tasks and projects
* Provide first class advice for our customer’s general insurance needs
This opportunity:
* Full-Time specialist in our High-Net-Worth team
* Office-Based with flexibility
* HNW Insurance or Personal Lines experience is required, preferably as an insurance adviser or handler
What We’re Looking For:
* Experience:Strong foundation and continually update and enhance your knowledge in the products we offer and our processes. Previous experience in a HNW or Personal Lines insurance environment is essential.
* Communication Skills: The most suitable candidates will need to have good communication and administrative skills and attention to detail is paramount. Use a range of communication skills in an effective manner at the right time.
* Customer Focus:Enjoy working in a customer-oriented environment and embrace change. Excel at building rapport and respect with our customers through excellent telephone manner and written communication
* Technical knowledge:MS Office, Outlook, broker IT systems, softphones, insurer systems and portals
* Attention to Detail:High standards of work and an ability to multitask and prioritise responsibilities.
* Accuracy: Provide correct and detailed information to our customers and ensure all documentation reflects this
* Organisation: Be able to self-manage own workflow with the book of business
* Decision making: Decide what products are best for our customers, be able to think on your feet, be resourceful and refer when necessary
* Teamwork: Work effectively with colleagues, the leadership team and help build a strong team spirit
* Relationship building: Build and maintain strong professional relationships customers, insurers and colleagues
* Learning: Have an ability to learn quickly and retain information of a wide number of products and procedures. Be able to work with feedback to grow and develop
Qualifications and experience:
* CII qualifications preferred but not essential
* 2+ years of insurance experience
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