High-Net-Worth Insurance Specialist
3 weeks ago
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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