Private Client Advisor
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (57.0%).
Occupation Type
Customer service occupations not elsewhere classified.
Occupation Code Skill LevelIneligible
Sponsorship EligibilityIneligible for Sponsorship
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Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Private Client Advisor
Location: Penrith
Package: £Negotiable
We're delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Company™ with the addition of 2 Private Client Advisors
You'll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between.
Overview
Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements
Key Responsibilities
Private Client Advisor
Location: Penrith
Package: £Negotiable
We're delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Company™ with the addition of 2 Private Client Advisors
You'll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between.
Overview
Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements
Key Responsibilities
- Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s
- Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
- Offer and attend physical client visits where required/appropriate
- Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
- Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
- Handle claims reported and support client through the claims process
- Complete all roles and tasks as required by your line manager, ensuring you adhere to business procedures and policies at all times
- Review client documentation and ensure its accuracy and that it meets the client’s needs.
- Ensure documents are issued within contract certain timelines.
- Ensure client files are kept up to date with all relevant communication and notes.
- Excellent verbal and written communication skills
- Have a strong attention to detail and challenge inaccuracies with third parties
- Ability to present to customers face to face in a professional and knowledgeable manner
- Represent the business in a professional way at all times
- Proficient in operating ICT systems, applications, insurer portals etc.
- Exceptional knowledge of the Private Clients insurance market
- Able to build long standing relationships with insurers
- Prioritises time and attention on high value activities.
- Be a team player and work collaboratively to achieve a harmonised and professional environment
- Take decisive action based on the available information and accept personal responsibility for the outcome
The Preferred Job Holder Will Match The Following Requirements
- Relevant industry experience is preferable.
- Ability to develop and maintain business contacts and goodwill
- Excellent interpersonal, written, and verbal communication skills
- Pro-active and self-motivated
- Excellent planning and organisation skills to meet deadlines
- Excellent attention to detail
- Co-operative and supportive team player
- Represent the Company in a professional manner at all times