Private Client Advisor

4 months ago

Petersfield, United Kingdom Ardonagh Advisory Full time

Private Client Advisor - Petersfield - ARD1006604

At Stanhope Cooper we’re on the hunt for a talented Insurance Client Advisor who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships.

So, what does the role of a Client Advisor here involve?

This role will be made for you if you love fostering relationships and offering a comprehensive service to our clients to find the right Insurance products to fit their needs. Our Client Advisors are excellent at quoting and placing cover when instructed, dealing with mid-term adjustments and broking client requirements within the insurance market.

This role is largely phone based; however you will also be answering queries via email and letter.

What you will do

Provide an effective client service including the achievement of targets and provision of high levels of client service Provide high quality level of administration Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed. Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers and premium payments. Provide new business quotations for all classes of on request, providing relevant advice, information and guidance. Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created. Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated.

What experience do our Client Advisors need?

It would be ideal if you have experience gained from within the Insurance Industry and have gained experience working with customers in an office based role.

The rest is all about you as a person.

Most important is your ability to bring your best self to work every day to give our clients the best possible experience. Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business. An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Ardonagh family Gain professional CII or ACII qualifications to enhance your knowledge and career prospects Pension scheme for when you feel it’s time to retire 24-hour support for you and your families physical and mental wellbeing 1 days paid volunteering day to give back to our communities Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community The Spotlight Awards, where we shine a light on the brightest talent across our group

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