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Insurance Solutions Specialist

1 month ago

Derby, Derby, United Kingdom A-Plan Full time

With a no limits approach, A-Plan can rise to any challenge. Our collective power is helping us change the insurance narrative – doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.

We're actively seeking an Insurance Solutions Specialist to join our growing Private Clients team. This role involves building rapport with existing clients and working closely with colleagues to achieve objectives.

About You:

  • You will have experience developing long-lasting relationships with Private or HNW Clients.
  • You must have a passion for delivering excellent customer services, supporting client needs and driving the best possible outcome.
  • You are able to work collaboratively with colleagues to support larger accounts from start to finish, including attending meetings, taking notes and advising on products and solutions.
  • You will be tenacious, with business acumen and curiosity, identifying opportunities to drive the best possible outcome for clients.
  • You are willing to learn, expand your insurance knowledge and become Cert CII qualified.
  • You are consultative, questioning effectively and an active listener, fully understanding client requirements and advising on products and solutions.

Rewards:

  • We believe great work and dedication should be rewarded, offering excellent training and development schemes with accelerated career progression.
  • A company-funded CII professional qualification.
  • Enhanced maternity & paternity policies.
  • A cycle to work loan scheme available to all employees.
  • Access to discounted personal health policies, home, motor, travel, specialist vehicles, critical illness, private medical, income protection and more.
  • Discounted high-street retailer discounts through our reward and recognition platform.
  • An Employee Assistance Programme (EAP) to support employees outside of work.
  • The above details just a handful of the benefits available to our employees.