Insurance Partner

7 hours ago


Penrith, Cumbria, United Kingdom Weatherbys Banking Group Full time
{"title": "Partner Opportunity", "content": "

We are seeking an experienced insurance professional to join our Private Client and Farm & Estate division as a Partner in our Penrith office.

As a Partner, you will have the opportunity to manage your own book of business and work with a diverse portfolio of high-net-worth clients and estate owners in the Penrith area.

Our office offers a unique blend of traditional and modern approaches, providing an excellent opportunity to build your career and advance your skills.

Key responsibilities will include:

  • Providing exceptional insurance and service to clients and liaising with insurers.
  • Identifying, seeking out, and closing new business in accordance with our ideal client profile.
  • Processing risks on our systems, preparing and checking policy documentation, and inviting renewals.
  • Producing invoices and assisting with the collection of premiums.
  • Liaising with insurers, surveyors, loss adjusters, and other relevant parties.
  • Assisting other team members in resolving client queries.
  • Acting in a compliant manner and in accordance with our procedures.

Requirements include:

  • A wealth of insurance sector knowledge and experience managing your own portfolio of clients.
  • Exposure to high-net-worth clients and Farm and Estate insurance.
  • An excellent understanding of the broker environment and broker relationships.
  • Strong negotiation skills and the ability to work accurately and consistently.
  • Excellent communication skills.
  • An ability to work to tight deadlines.
  • Awareness and understanding of compliance rules and FCA regulations.

We offer a competitive salary, benefits, and a supportive team environment. If you are a motivated and experienced insurance professional looking to take the next step in your career, we encourage you to apply.

"}
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