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- Tasks: Support clients through the insurance process, 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.
- 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.
- Other info: Diverse team culture with opportunities for personal and professional growth.
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 are delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Companyâ„¢ 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.
OverviewAchieve 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 - Premium, Client-Focused Insurance in Penrith employer: Brown & Brown UK
Contact Detail:
Brown & Brown UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Advisor - Premium, Client-Focused Insurance in Penrith
✨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. The more connections you make, 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 impress someone. Prepare a short, snappy introduction about yourself and your experience in private client insurance. Make it memorable and tailored to what the company values.
✨Tip Number 3
Show off your knowledge! Stay updated on the latest trends in the private client insurance market. When you get the chance to chat with potential employers, drop some insights that show you’re not just another candidate but someone who truly understands the field.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from motivated candidates. It shows you're serious about joining our team and makes it easier for us to spot your enthusiasm and fit for the role.
We think you need these skills to ace Private Client Advisor - Premium, Client-Focused Insurance in Penrith
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Private Client Advisor role. We want to see how you can contribute to our customer-focused culture!
Show Off Your Communication Skills: Since excellent verbal and written communication is key for this role, ensure your application reflects your ability to convey information clearly and professionally. We love a good storyteller!
Highlight Your Attention to Detail: Given the importance of accuracy in this position, don’t forget to showcase your attention to detail. Mention any relevant experiences where you’ve successfully managed complex information or documentation.
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 this exciting opportunity in our growing team!
How to prepare for a job interview at Brown & Brown UK
✨Know Your Stuff
Make sure you brush up on your knowledge of the private client 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 this role requires excellent verbal and written communication skills, practice articulating your thoughts clearly. You might want to prepare a few examples of how you've successfully communicated with clients in the past, especially in face-to-face situations.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to discuss how you ensure precision in your work. Bring examples of how you've identified inaccuracies or improved processes in previous roles, as this will highlight your strong attention to detail.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the Private Client Advisor role. This shows that you're not just interested in the job, but also in how you can contribute to their success.