Insurance Partner
4 weeks ago
Role Overview
We are seeking an experienced Insurance Partner to join our Private Client Team in Penrith. As a key member of our team, you will be responsible for managing your own book of business and providing exceptional insurance services to our high-net-worth clients.
Key Responsibilities
- Providing insurance solutions to clients and liaising with insurers.
- Identifying and closing new business opportunities in accordance with our ideal client profile.
- Processing risks, preparing policy documentation, and inviting renewals.
- Producing invoices and assisting with premium collection.
- Liaising with insurers, surveyors, and loss adjustors on relevant issues.
- Assisting team members in resolving client queries.
- Acting in a compliant manner and adhering to our procedures.
Requirements
- Extensive insurance sector knowledge and experience managing a portfolio of clients.
- Exposure to high-net-worth clients and Farm & Estate insurance.
- Excellent understanding of the broker environment and broker relationships.
- Strong negotiation skills and ability to work accurately and consistently.
- Excellent communication skills.
- Ability to work under tight deadlines.
- Awareness of compliance rules and FCA regulations.
About Us
Weatherbys Hamilton is a leading UK broker specializing in private client needs. We offer the highest standards of personal service and a competitive salary package.
Next Steps
Apply now and we will be in touch within five working days to discuss your application.
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