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For Companies At a Glance
- Tasks: Manage high-value client insurance plans and provide top-notch customer service.
- Company: Join a dynamic team focused on high-net-worth clients.
- Benefits: Full-time role with flexibility and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your insurance expertise.
- Qualifications: 2+ years in insurance and strong communication skills required.
- Other info: Embrace a collaborative environment with a focus on relationship building.
The predicted salary is between 30000 - 40000 £ per year.
You will:
- Support Head of Private Clients manage a portfolio of client insurance plans in a professional and ethical manner following agreed procedures.
- Build strong personal relationships with our private clients to help with their insurance needs.
- Cover queries, mid-term adjustments, quotations for additional insurances, document issue and many other tasks and projects.
- Provide first class advice for our customer’s general insurance needs.
This opportunity:
- Full-Time specialist in our High-Net-Worth team.
- Office-Based with flexibility.
- HNW Insurance or Personal Lines experience is required, preferably as an insurance adviser or handler.
What We’re Looking For:
- Experience: Strong foundation and continually update and enhance your knowledge in the products we offer and our processes. Previous experience in a HNW or Personal Lines insurance environment is essential.
- Communication Skills: The most suitable candidates will need to have good communication and administrative skills and attention to detail is paramount. Use a range of communication skills in an effective manner at the right time.
- Customer Focus: Enjoy working in a customer-oriented environment and embrace change. Excel at building rapport and respect with our customers through excellent telephone manner and written communication.
- Technical knowledge: MS Office, Outlook, broker IT systems, softphones, insurer systems and portals.
- Attention to Detail: High standards of work and an ability to multitask and prioritise responsibilities.
- Accuracy: Provide correct and detailed information to our customers and ensure all documentation reflects this.
- Organisation: Be able to self-manage own workflow with the book of business.
- Decision making: Decide what products are best for our customers, be able to think on your feet, be resourceful and refer when necessary.
- Teamwork: Work effectively with colleagues, the leadership team and help build a strong team spirit.
- Relationship building: Build and maintain strong professional relationships with customers, insurers and colleagues.
- Learning: Have an ability to learn quickly and retain information of a wide number of products and procedures. Be able to work with feedback to grow and develop.
Qualifications and experience:
- CII qualifications preferred but not essential.
- 2+ years of insurance experience.
High Net Worth / Private Client Insurance Account Handler in Norwich employer: Alan Boswell Group
Contact Detail:
Alan Boswell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land High Net Worth / Private Client Insurance Account Handler in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, or even hit up LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Have a quick summary of your experience and skills ready to go, so you can impress them on the spot.
✨Tip Number 3
Don’t shy away from following up! After an interview or networking event, drop a quick thank-you email. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great way to reinforce those strong personal relationships we’re all about.
✨Tip Number 4
Check out our website for openings! We’re always looking for passionate individuals to join our High-Net-Worth team. Applying directly through us not only shows your interest but also gives you a better chance to stand out!
We think you need these skills to ace High Net Worth / Private Client Insurance Account Handler in Norwich
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience in HNW or Personal Lines insurance. We want to see how your background aligns with the role, so don’t hold back on sharing relevant examples from your previous jobs.
Tailor Your Application: Take a moment to customise your application for this specific role. Use keywords from the job description and demonstrate how your skills match what we’re looking for. It shows us you’ve done your homework!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate good communication skills, so make sure your writing reflects that. Avoid jargon and focus on delivering your message effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your knowledge of high net worth insurance products and personal lines. Familiarise yourself with the specific services the company offers, as well as any recent changes in the industry. This will show that you're proactive and genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role requires excellent communication skills, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully built relationships with clients in the past, and be ready to demonstrate your ability to handle queries and provide advice effectively.
✨Demonstrate Attention to Detail
Highlight your organisational skills and attention to detail during the interview. You might want to bring along examples of your previous work where accuracy was crucial, or discuss how you manage multiple tasks without compromising quality. This will reassure them that you can handle their clients' needs meticulously.
✨Be a Team Player
Emphasise your ability to work collaboratively with colleagues and leadership. Share experiences where you contributed to a team’s success or helped foster a positive team spirit. This will show that you understand the importance of teamwork in providing excellent service to clients.