High Net Worth Insurance Specialist

1 week ago

Kingston upon Thames, Greater London, United Kingdom Lawes Consulting Group Full time
About the Role

We are seeking an experienced Personal Lines insurance professional to join our client's specialist High Net Worth team at Lawes Consulting Group.

Key Responsibilities
  • Client Experience: Deliver high-quality insurance products and related advice to High Net Worth individuals through careful and tailored communication.
  • Renewal Management: Manage renewals with accuracy and certainty, ensuring seamless policy adjustments and renewal invitations.
  • Policy Placement: Confidently deal with policy adjustments, renewal invitations, and placing policies to meet client needs.
  • New Business Development: Assist with new business and identify cross-selling and upselling opportunities to grow the client base.
  • Book of Business Management: Manage your own book of business, ensuring insurance needs are met and client relationships are nurtured.
Requirements
  • Technical Expertise: A technically strong understanding of Personal Lines products and experience with the Acturis broking system (desirable).
  • Certification: Cert CII qualified or prepared to commit to your Cert journey (desirable).
Skills and Qualities
  • Agility and Decision-Making: Agile and intuitive thinking, with the ability to make decisions quickly and confidently.
  • Organizational Skills: Effective organisation, accuracy, and attention to detail, with solid workload management skills.
  • Communication: Excellent level of written and verbal communication, with the ability to demonstrate exceptional levels of integrity and discretion at all times.
  • Customer Service: Passion, energy, and a strong customer service ethos, with a focus on delivering exceptional client experiences.

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