HNW Client Advisor

4 weeks ago


Twickenham, United Kingdom Insure Recruitment Full time
HNW Client Advisor Opportunity

Insure Recruitment is seeking a skilled HNW Client Advisor to join a renowned company dedicated to delivering exceptional client and employee care. As part of the private client broking team, you will be responsible for managing a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.

Key Responsibilities:
  • Manage a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
  • Achieve targets for client retention, new business acquisition, and cross-selling.
  • Handle client inquiries efficiently, including new business, mid-term renewals, and retention, with a focus on superior customer service.
  • Manage policy renewals accurately and effectively.
  • Prepare professional reports and request necessary information from clients.
  • Support team members and contribute to the training of new team members.
Requirements:
  • A strong technical understanding of personal lines products, with a preference for extensive experience in high-net-worth home and motor insurance.
  • The ability to work independently and collaboratively within a team environment, with a willingness to seek guidance when needed.
  • Excellent verbal and written communication skills, capable of effectively interacting with colleagues and clients at all levels.
  • A positive attitude towards learning, with the ability to quickly grasp new concepts and apply them in a practical setting.

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