HNW Client Advisor

2 months ago

St Margarets and North Twickenham, United Kingdom CV-Library Full time

Insure Recruitment is seeking an HNW Client Advisor to join a renowned company dedicated to exceptional client and employee care. As part of the private client broking team, you'll manage a diverse portfolio of high-net-worth clients, providing tailored personal lines insurance solutions.
Your responsibilities will include:
* Managing a substantial portfolio of high-net-worth clients across various personal lines insurance classes.
* Achieving targets for client retention, new business acquisition, and cross-selling.
* Handling client inquiries efficiently, including new business, mid-term renewals, and retention, with a focus on superior customer service.
* Managing policy renewals accurately and effectively.
* Preparing professional reports and requesting necessary information from clients.
* Supporting team members and contributing to the training of new team members.
Qualifications:
* A strong technical understanding of personal lines products, with a preference for extensive experience in high-net-worth home and motor insurance.
* The ability to work independently and collaboratively within a team environment, with a willingness to seek guidance when needed.
* Excellent verbal and written communication skills, capable of effectively interacting with colleagues and clients at all levels.
* A positive attitude towards learning, with the ability to quickly grasp new concepts and apply them accurately and diligently.
* Strong organisational skills, attention to detail, and accuracy.
* Effective, confident, and considerate communication, adapting your style to suit different audiences.
* Intuitive thinking and the ability to make quick decisions.
* CII certification or a commitment to pursuing it.
* Minimum A-level education, with GCSE/O-level passes in English Language and Mathematics.
Benefits include
* Exceptional salary DOE
* Tailored learning and development program shaped to your career aspirations
* Annual profit share bonus scheme
* Hybrid Working (after qualifying period)
* Fully funded CII pathway, including membership, study materials, exam entries, and paid study leave, with awards and bonuses to reflect progress
* Employee Assistance Programme, providing access to vital resources like GP consultations, dental apts, health checks and mental health support, etc..
* Cycle2work scheme, Season Ticket Loans, free eye tests through Specsavers, and long service awards.
* Insurance discounts
* The opportunity to be a part of their Corporate Social Responsibility program, contributing to local projects, help shape environmental policy and support staff wellbeing.
* Daily dress-down; for us, it’s not about what you wear but what you do. Just be your authentic self and dress for your day.
Please apply to the role with you latest CV,
We encourage applications from all qualified candidates, regardless of their background. If your experience doesn't perfectly align with every qualification listed, we invite you to apply. We believe in building diverse and inclusive teams

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