Insurance Brokerage Specialist
3 weeks ago
**High Net Worth Insurance Brokerage Opportunity**
We are seeking a skilled Insurance Brokerage Specialist to join our fast-paced HNW broking team. As a Senior Client Advisor, you will be responsible for managing a large portfolio of cross-class HNW business, providing bespoke solutions to a broad spectrum of personal lines clients.
**Key Responsibilities:**
- Managing a large portfolio of cross-class HNW business
- Working efficiently to achieve targets for retention, new business, and cross-selling
- Dealing with general enquiries from clients, including new business, mid-term renewals, and retention, always providing the best customer service
- Managing policy renewals effectively and with accuracy
- Drafting professional reports and requesting key information from clients
- Providing support to other team members and assisting in training newer team members
- Providing a positive client experience through careful and tailored communication
**Person Specification:**
- A technically strong understanding of Personal Lines products in the High-Net-Worth Market
- Previous experience looking after a book of High-Net-Worth clients
- Cert CII qualified as a minimum and a desire to continue studying towards a Diploma
- Confident in building effective relationships with clients, the team, and the wider company
- Agile and intuitive thinking; an ability to make decisions quickly and confidently
- Effective organisation, accuracy, and attention to detail
- Solid workload management skills
- Effective, confident, and considerate communication and an ability to adapt your communication style accordingly
- Able to demonstrate exceptional levels of integrity and discretion at all times
- Organisation, accuracy, and attention to detail
- Passion, energy, and a strong customer service ethos
- IT confidence and ideally, experience of using the Acturis broking system
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