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High Net Worth Insurance Specialist

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 specific needs.
  • Business Development: Identify new business opportunities and work with colleagues to convert new business enquiries.
  • Client Communication: Communicate with clients in a knowledgeable and professional manner, ensuring their needs are met and exceeded.
  • Policy Administration: Ensure all clients' exposures are highlighted to them, and relevant paperwork is completed.
  • Policy Negotiation: Negotiate and offer clients the most suitable policy for their needs.
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, with the ability to build strong relationships with clients.
  • Knowledge: In-depth knowledge of insurance products and services, with the ability to provide clients with tailored solutions.
  • Initiative: Proactive and analytical, with the ability to identify new business opportunities and work with colleagues to convert new business enquiries.
What We Offer
  • Competitive Salary: A competitive salary and bonus structure.
  • Professional Development: Opportunities for professional development and growth within the company.
  • Benefits: A range of benefits, including holiday entitlement, pension scheme, and 24-hour support for physical and mental wellbeing.