Position – Private Client Insurance Adviser Location – Poole, DorsetWe are currently looking for a Private Client Insurance Adviser to join our dedicated and experienced team in the Bournemouth office.
As an Adviser you will be offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.
The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.
Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting proceduresHandle nominated existing business insurance enquiries in a proactive mannerCreate high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skillsProduce accurate quality client documentation is provided to clients.Work with insurers and other third parties regarding client insurances and needs building effective business relationships.Joint Pension contribution schemeSalary Sacrifice options including dental and healthcareDiscounts site for restaurants, cinema, retailersCycle to work schemeHealth & Wellbeing programmeCasual dress code in officePerformance related bonusAnnual leave that rises with length of service
Requirement of at least 1+ year general insurance experience either broking or underwriting, consideration will be given to other Financial Services sector experience.Ability to handle new enquiries, renewals and mid-term adjustments of insurance policiesGood customer service and negotiation skillsEffective planning, administration and organisational skillsActuris insurance broking software knowledge is an advantage…