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Senior Private Client Insurance Advisor

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Ardonagh Advisory Full time
About the Role

We are seeking a highly skilled Senior Private Client Insurance Advisor to join our team at Ardonagh Advisory. As a Senior Private Client Insurance Advisor, you will be responsible for building strong relationships with high net worth clients and providing them with comprehensive insurance solutions.

Key Responsibilities
  • Client Relationship Management: Foster strong relationships with high net worth clients and understand their insurance needs.
  • Insurance Solutions: Provide clients with tailored insurance solutions that meet their needs and exceed their expectations.
  • Business Development: Identify new business opportunities and work with colleagues to convert new business enquiries and retain existing clients.
  • Communication: Communicate effectively with clients, colleagues, and other stakeholders to ensure seamless delivery of insurance solutions.
  • Policy Administration: Ensure all clients' exposures are highlighted to them, and relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
Requirements
  • Experience: Proven track record of dealing with high net worth clients and a deep understanding of policy covers on car and home insurance.
  • Skills: Excellent communication and interpersonal skills, ability to work in a team environment, and a proactive and analytical approach to business development.
  • Qualifications: CII or ACII qualifications or equivalent experience.
What We Offer
  • Competitive Salary: A competitive salary and a role-based incentive plan.
  • Professional Development: Opportunities to gain professional qualifications and progress your career within the Ardonagh Advisory group.
  • Wellbeing: A comprehensive wellbeing package, including 24-hour support for physical and mental wellbeing.
  • Community Involvement: A 1-day paid volunteering day to give back to our communities and the Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community.