High-Net-Worth Insurance Specialist
4 weeks ago
We are seeking a highly skilled and experienced High-Net-Worth Insurance Specialist to join our growing Private Clients team at A-Plan. The ideal candidate will have a passion for delivering exceptional customer service and building strong relationships with high-net-worth individuals and businesses.
About the Role:
- Develop and maintain relationships with high-net-worth clients, understanding their insurance needs and providing tailored solutions.
- Work closely with local teams, introducers, and directors to achieve business objectives.
- Negotiate terms and premiums with insurers to secure the best possible outcomes for clients.
About You:
- Proven experience in developing and building relationships with high-net-worth clients, insurers, and colleagues.
- Excellent communication and negotiation skills, with the ability to build trust and rapport with clients.
- A passion for delivering exceptional customer service and a commitment to excellence.
What We Offer:
- A competitive salary and benefits package, including a contributory pension scheme and access to a range of lifestyle and financial benefits.
- Opportunities for career development and growth within a dynamic and supportive team.
- A collaborative and inclusive work environment, with a focus on teamwork and open communication.
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