HNW Client Advisor
HNW Client Advisor
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Job Description
Job Description
Job Title: HNW Client Handler / Client Advisor
Salary: Up to 45000 DOE
Location: Richmond Hybrid working after qualifying period
PURPOSE OF ROLE
We are seeking an experienced Personal Lines insurance professional with a passion for people and customer service to join our clients specialist High Net Worth team. As a Client Handler/Advisor you will be responsible for delivering highquality insurance products and related advice to High Net Worth individuals.
RESPONSIBILITIES
- Provide a positive client experience through careful and tailored communication
- Manage renewals with accuracy and certainty
- Confidently deal with policy adjustments renewal invitations and placing policies
- Assist with new business and identify crossselling and upselling opportunities
- Manage your own book of business ensuring insurance needs are met
EXPERIENCE:
- A technically strong understanding of Personal Lines products
- Experience of using the Acturis broking system (nice to have)
- Cert CII qualified or prepared to commit to your Cert journey (nice to have)
SKILLS
- Agile and intuitive thinking; an ability to make decisions quickly and confidently
- Effective organisation accuracy and attention to detail
- Solid workload management skills
- Excellent level of written and verbal communication
- Ability to demonstrate exceptional levels of integrity and discretion at all times
- Passion energy and a strong customer service ethos
DAYTODAY
- You will be developing and growing your own book of business seeking and maximising opportunities with existing relationships and emerging wealth.
If you have the relevant experience or know someone that does please contact me now onor email us at
Required Experience:
Unclear Seniority
Employment Type
Full-Time
