High-Net-Worth Insurance Specialist

3 weeks ago


Maidstone, Kent, United Kingdom A-Plan Full time

About A-Plan

We're a leading insurance provider dedicated to delivering exceptional service and innovative solutions to our clients. Our team of experts is passionate about making a difference in the world around us.

Role Overview

We're seeking a highly motivated and experienced New Business Account Handler to join our growing Private Clients team. As a key member of our team, you'll be responsible for building strong relationships with new clients and working closely with local teams, introducers, and directors to achieve our objectives.

About You

  • You'll have a proven track record of developing and building relationships with private or high-net-worth clients, insurers, and colleagues across other divisions.
  • You'll possess a passion for delivering excellent customer service and winning new business.
  • You'll have experience in negotiating terms and premiums with insurers.
  • You'll be tenacious and have a business curiosity, enabling you to identify and explore opportunities to drive the best possible outcomes.
  • You'll be willing to learn and adapt to new situations, as every day will be different.
  • You'll be consultative, with the ability to question effectively and actively listen to clients' needs, providing tailored advice and solutions.

Rewards

We believe in recognizing and rewarding great work and dedication. As a valued member of our team, you'll enjoy:

  • 25 days' holiday (plus bank holidays), increasing through length of service.
  • A comprehensive set of core benefits, designed to support your health and financial well-being:
  • Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen.
  • Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury.
  • Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025.
  • Access to a Healthcare Cashplan, providing a range of health-related benefits.
  • Access to a variety of lifestyle and financial benefits, including:
  • Discounts on gym membership across the UK.
  • Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase.
  • Access to discounted personal health policies - Critical illness, private medical, dental plans.
  • A range of insurance products available commission-free, including home, motor, travel, and specialist vehicles.
  • Access to hundreds of high-street retailer discounts.
  • Employee Assistance Programme (EAP) to support employees outside of work.


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