Insurance Brokerage Specialist

3 weeks ago


Kingston upon Thames, Greater London, United Kingdom Absolutely Recruitment Full time

**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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