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Client Advisor

2 months ago

Twickenham, United Kingdom Pavilion Recruitment Solutions Full time

HNW Client Handler / Advisor

Home (contents) and Motor

Competitive salary

Twickenham/ hybrid


Pavilion Recruitment Solutions are offering the chance to join one of our clients – an award-winning chartered brokerage, with 65 years of experience, specialising in bespoke insurance solutions for HNW individuals.


The organisation prioritises learning and professional development and have achieved gold status in being ‘Investors in People’, offering fast tracked progression opportunities and financial aid for insurance related courses, such as CII membership.


With ongoing technical development support, you will be providing a personalised service to private clients who require individualised policies. GWPs will typically start around £5000 and you will be dealing with 15-20 renewals a month.


The role involves managing your own book of business including renewals, MTAs and placing policies as well as assisting your clients in a consultative manner.


Experience:

  • A technically strong understanding of Personal Lines products
  • Strong attention to detail
  • Cert CII (or willing to work towards)
  • Success in maintaining high retention rates
  • The ability to adapt communication style to suit individual client needs
  • Excellent level of written and verbal communication


Benefits:

  • Excellent progression opportunities
  • Annual profit share bonus
  • Hybrid working framework (after probation)
  • 25 days annual leave + bank holidays
  • Fully funded CII pathway
  • Employee healthcare programme (including dental)
  • Season Ticket Loan
  • Free Eye tests
  • Casual Dress
  • Frequent company social events