Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
About the role
Private Client AdvisorLocation: 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:
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Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s
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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
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Offer and attend physical client visits where required/appropriate
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Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
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Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
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Handle claims reported and support client through the claims process
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Complete all roles and tasks as required by your line manager, ensuring you adhere to business procedures and policies at all times
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Review client documentation and ensure its accuracy and that it meets the client’s needs.
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Ensure documents are issued within contract certain timelines.
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Ensure client files are kept up to date with all relevant communication and notes.
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Deliver excellent customer outcomes by adhering to best practice and contribute towards our customer-led culture.
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Comply with the B&B credit control procedures
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Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
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Manage and prioritise your diaries/tasks, these are to be kept up to date
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Identify and discuss with your clients any recommended and relevant additional covers
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Complete any training that is deemed necessary for your role and fully prepare for your regular 1-2-1s and year end review. Ensure you agree and complete the actions set in line with your development plan.
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Adherence to the B&B Training & Competency scheme. Receive audit feedback and ensure any improvements identified and communicated to you are implemented.
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Ensure all training is completed to deadline set. Log all training and development on your Continuous Professional Development Plan (CPD)
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As and when required undertake and participate in work related projects as requested
Skills:
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Excellent verbal and written communication skills
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Have a strong attention to detail and challenge inaccuracies with third parties
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Ability to present to customers face to face in a professional and knowledgeable manner
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Represent the business in a professional way at all times
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Proficient in operating ICT systems, applications, insurer portals etc.
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Exceptional knowledge of the Private Clients insurance market
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Able to build long standing relationships with insurers
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Prioritises time and attention on high value activities.
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Be a team player and work collaboratively to achieve a harmonised and professional environment
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Take decisive action based on the available information and accept personal responsibility for the outcome
The preferred job holder will match the following requirements:
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Relevant industry experience is preferable.
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Ability to develop and maintain business contacts and goodwill
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Excellent interpersonal, written, and verbal communication skills
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Pro-active and self-motivated
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Excellent planning and organisation skills to meet deadlines
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Excellent attention to detail
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Co-operative and supportive team player
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Represent the Company in a professional manner at all times
Legal
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.