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HNW Insurance Client Advisor
2 months ago
Pavilion Recruitment Solutions is seeking a skilled HNW Insurance Client Advisor to join their award-winning chartered insurance brokerage in Twickenham. As a dedicated member of the HNW Broking team, you will inherit your own book of clients and administer renewals, MTAs, and new business for their Home and Motor policies, including Fine Art, Jewellery, Yachts, and Motorboats.
The ideal candidate will have a strong understanding of Personal Lines products, excellent attention to detail, and a proven track record of maintaining high renewal retention rates. They will also be able to adapt their communication style to suit individual client needs and possess excellent written and verbal communication skills.
Benefits include excellent progression opportunities, an annual profit share bonus, 25 days annual leave + bank holidays, fully funded CII pathway, employee healthcare programme, season ticket loan, free eye tests, and casual dress. The organisation prioritises learning and professional development, offering fast-tracked progression opportunities and financial aid for insurance-related courses.
Key Responsibilities:- Administer renewals, MTAs, and new business for clients
- Manage client relationships and communication
- Maintain high renewal retention rates
- Adapt communication style to suit individual client needs
- Strong understanding of Personal Lines products
- Excellent attention to detail
- Proven track record of maintaining high renewal retention rates
- Excellent written and verbal communication skills
- Excellent progression opportunities
- Annual profit share bonus
- 25 days annual leave + bank holidays
- Fully funded CII pathway
- Employee healthcare programme
- Season ticket loan
- Free eye tests
- Casual dress