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- Tasks: Manage personal lines insurance for high net worth clients, handling renewals and new enquiries.
- Company: Join a forward-thinking company known for exceptional client service and a supportive team culture.
- Benefits: Enjoy a negotiable salary, pension contributions, healthcare options, and discounts on various services.
- Why this job: Be part of a friendly team that values professional growth and offers a dynamic work environment.
- Qualifications: 1+ year in insurance or financial services, with strong customer service and negotiation skills required.
- Other info: Casual dress code and performance-related bonuses make this role even more appealing.
The predicted salary is between 36000 - 60000 £ per year.
Location - Poole, Dorset
Salary - Negotiable + benefits
Overview: We are currently looking for a Private Client Insurance Adviser to join our dedicated and experienced team in the Bournemouth office. As an Adviser you will be offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products. Private Clients typically include high net worth individuals with significant wealth and assets that need bespoke as well as standard covers. You will manage an existing book of clients and assist with new enquiries. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.
The company is looking to the future and prides itself on a market leading client service model and a long list of product providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.
The day to day:
- Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures.
- Handle nominated existing business insurance enquiries in a proactive manner.
- Review the demands and needs of assigned customers and advise on the most appropriate cover to meet their demands and needs.
- Create high quality Broking submission reports and broker risks to the insurance market demonstrating effective negotiation skills.
- Produce accurate quality client documentation provided to clients.
- Work with insurers and other third parties regarding client insurances and needs building effective business relationships.
- Maintain effective working relationships with colleagues assisting in achievement of overall company objectives.
- Adhere to FCA regulations and requirements.
What’s on offer:
- Negotiable Salary, package & benefits.
- Joint Pension contribution scheme.
- Salary Sacrifice options including dental and healthcare.
- Discounts site for restaurants, cinema, retailers.
- Cycle to work scheme.
- Health & Wellbeing programme.
- Casual dress code in office.
- Performance related bonus.
- Annual leave that rises with length of service.
Your Experience:
- Requirement of at least 1+ year general insurance experience either broking or underwriting; consideration will be given to other Financial Services sector experience.
- Ability to handle new enquiries, renewals and mid-term adjustments of insurance policies.
- Good customer service and negotiation skills.
- Effective planning, administration and organisational skills.
- Ability to work calmly under pressure.
- Excellent oral and written communication skills with the ability to professionally represent the Company.
- Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
- Acturis insurance broking software knowledge is an advantage.
- Commitment to progress towards Cert CII.
Private Client Insurance Adviser employer: Brown & Brown UK
Contact Detail:
Brown & Brown UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Insurance Adviser
✨Tip Number 1
Familiarise yourself with the specific insurance products and services that are popular among high net worth clients. Understanding their unique needs will help you stand out during interviews and demonstrate your commitment to providing tailored advice.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work with private clients. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Brush up on your negotiation skills, as this role requires effective communication with both clients and insurers. Consider role-playing scenarios with friends or colleagues to practice handling various client situations.
✨Tip Number 4
Research the company’s values and client service model. Being able to articulate how your personal values align with theirs can make a strong impression during the interview process.
We think you need these skills to ace Private Client Insurance Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal lines insurance, particularly motor and household. Emphasise any roles where you've managed client relationships or provided bespoke advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as negotiation skills and customer service experience, to demonstrate your fit for the position.
Showcase Your Knowledge: During the application process, be prepared to discuss your understanding of FCA regulations and how they apply to personal lines insurance. This will show your commitment to compliance and professionalism.
Highlight Professional Development: Mention any relevant qualifications or training, such as progress towards Cert CII. This demonstrates your commitment to professional growth and aligns with the company's focus on development.
How to prepare for a job interview at Brown & Brown UK
✨Showcase Your Insurance Knowledge
Make sure to brush up on your personal lines insurance knowledge, especially regarding motor and household policies. Be prepared to discuss specific products and how they can meet the needs of high net worth clients.
✨Demonstrate Your Customer Service Skills
Highlight your experience in providing excellent customer service. Share examples of how you've handled client enquiries or resolved issues, as this role requires a strong commitment to client satisfaction.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving and negotiation skills. Think about past experiences where you successfully managed renewals or mid-term adjustments and be ready to discuss them.
✨Emphasise Relationship Building
This role involves building effective relationships with clients and insurers. Be prepared to talk about how you've fostered successful business relationships in the past and how you plan to do so in this position.
