Private Client Advisor

Location: Penrith

Package: £Negotiable

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.
• Deliver excellent customer outcomes by adhering to best practice and contribute towards our customer-led culture.
• Comply with the B&B credit control procedures 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.
• Manage and prioritise your diaries/tasks, these are to be kept up to date.
• Identify and discuss with your clients any recommended and relevant additional covers.
• 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.
• Adherence to the B&B Training & Competency scheme.
• Receive audit feedback and ensure any improvements identified and communicated to you are implemented.
• Ensure all training is completed to deadline set.
• Log all training and development on your Continuous Professional Development Plan (CPD).
• As and when required undertake and participate in work related projects as requested.

Skills:

• 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.

Preferred Qualifications:

• 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.

We are an Equal Opportunity Employer.