Insurance Advisor

3 weeks ago


London, Greater London, United Kingdom Howden Group Holdings Full time
Insurance Advisor Job Description

At Howden Group Holdings, we're seeking a skilled Insurance Advisor to join our team. As an Insurance Advisor, you'll play a crucial role in delivering exceptional client service and building strong relationships with high net worth individuals.

Key Responsibilities:
  1. Conduct thorough client assessments to understand their insurance needs, risk tolerance, and coverage preferences.
  2. Collaborate with underwriters/account handlers/brokers to design customized insurance packages tailored to meet the unique requirements of high net worth individuals.
  3. Source insurance quotes from multiple carriers and negotiate terms to secure competitive rates and comprehensive coverage for clients.
  4. Educate clients on various personal lines insurance products, explaining coverage options, policy terms, and exclusions in a clear and concise manner.
  5. Prepare and present insurance proposals to clients, highlighting key features, benefits, and pricing details.
  6. Process insurance applications, ensuring all necessary documentation is completed accurately and submitted to underwriters in a timely manner.
  7. Facilitate policy issuance and coordinate with carriers to ensure seamless onboarding of new clients.
  8. Provide ongoing support to clients, addressing inquiries, policy changes, and claims assistance promptly and professionally.
Requirements:
  1. Strong understanding of personal lines insurance products gained from a similar insurance role (home/property is essential, motor and valuable articles insurance is a bonus).
  2. Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with high net worth clients.
  3. Proficiency in Microsoft Office products (Word, PowerPoint, Excel, Teams).

We value diversity and believe that our people are our chief competitive advantage. We treat colleagues, candidates, clients, and business partners with equality, fairness, and respect – regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.


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