At a Glance
- Tasks: Support clients through the full cycle of insurance, from new business to renewals.
- Company: Join a meritocratic company that values self-starters and customer commitment.
- Benefits: Negotiable salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career in insurance.
- Qualifications: Experience in the insurance industry and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Location: 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 will 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:- 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.
- 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.
- 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. We take pride in the diversity of our team and seek diversity in our applicants.
Private Client Advisor in Penrith employer: Bridge Specialty Group
As a Delegated Authority Technician in our London office, you will thrive in a meritocratic environment that champions self-starters and prioritises customer satisfaction. Our supportive work culture fosters collaboration and offers ample opportunities for professional growth, ensuring you can develop your skills while contributing to the effective management of underwriting agreements. With competitive benefits and a commitment to diversity, we provide a rewarding workplace where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Advisor in Penrith
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Advisor role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick, engaging summary of who you are and what you bring to the table ready to go. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Show off your skills! If you have any relevant experience or projects, don’t be shy about sharing them. Bring along examples of your work or success stories to interviews. It’s all about proving you can deliver that bespoke high-level service they’re after.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from our site. It shows you're genuinely interested in joining our team. Plus, it makes it easier for us to keep track of your application and get back to you quickly.
We think you need these skills to ace Private Client Advisor in Penrith
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Advisor role. Highlight your relevant experience and skills that match the job description, especially your ability to build relationships and deliver excellent customer service.
Showcase Your Communication Skills:Since this role requires excellent verbal and written communication, use your application to demonstrate these skills. Keep your language clear and professional, and make sure to proofread for any errors before submitting.
Highlight Your Attention to Detail:Attention to detail is key in this role, so be sure to mention specific examples from your past experiences where you’ve successfully managed details or identified inaccuracies. This will show us you’re the right fit for maintaining high standards.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Bridge Specialty Group
✨Know Your Stuff
Make sure you brush up on your knowledge of the Private Clients insurance market. Understand the key products and services offered, as well as any recent changes in regulations. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are crucial for this role, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your delivery and ensure you can present yourself professionally.
✨Demonstrate Your Customer Focus
Prepare examples of how you've gone above and beyond for customers in previous roles. Highlight your ability to build long-standing relationships and provide bespoke service, as this aligns perfectly with the company's customer-led culture.
✨Be Ready to Discuss Your Organisation Skills
Given the importance of managing diaries and prioritising tasks, be prepared to discuss how you stay organised. Share specific tools or methods you use to keep track of your workload and ensure deadlines are met, showcasing your proactive approach.
