Insurance Partner

4 weeks ago


Penrith, Cumbria, United Kingdom Weatherbys Banking Group Full time

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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