Private Client Advisor
6 days ago
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 relationships are nurtured.
- 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).
- Agility and Decision-Making: Agile and intuitive thinking; an ability to make decisions quickly and confidently.
- Organizational Skills: Effective organisation, accuracy, and attention to detail.
- Workload Management: Solid workload management skills to prioritize tasks and meet deadlines.
- Communication: Excellent level of written and verbal communication to engage with clients and colleagues.
- Integrity and Discretion: Ability to demonstrate exceptional levels of integrity and discretion at all times.
- Customer Service: Passion, energy, and a strong customer service ethos to deliver exceptional client experiences.
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