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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, health perks, and a casual dress code.
- Why this job: Be part of a friendly team that values professional growth and offers diverse insurance products.
- Qualifications: 1+ year in insurance or financial services; strong customer service and negotiation skills required.
- Other info: Opportunity to progress towards Cert CII and work with cutting-edge insurance software.
The predicted salary is between 36000 - 60000 £ per year.
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 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 for 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.
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 cater to high net worth individuals. Understanding the nuances of personal lines property and motor insurance will give you an edge in conversations with potential clients.
✨Tip Number 2
Network within the insurance industry, especially with professionals who have experience in private client insurance. Attend relevant events or join online forums to connect with others and gain insights into best practices and market trends.
✨Tip Number 3
Brush up on your negotiation skills, as this role requires effective communication with both clients and insurers. Practising scenarios where you negotiate terms can help you feel more confident during actual discussions.
✨Tip Number 4
Demonstrate your commitment to professional development by pursuing relevant qualifications, such as the Cert CII. This not only enhances your knowledge but also shows potential employers that you are serious about your career in insurance.
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: Use the application to showcase your understanding of the insurance market, particularly regarding high net worth clients. Mention any relevant qualifications or experiences that demonstrate your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the insurance industry.
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
Since this role involves managing existing clients and handling new enquiries, be ready to share examples of how you've provided excellent customer service in the past. Highlight any experiences where you successfully resolved client issues or built strong relationships.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and negotiation skills. Think of scenarios where you had to advise clients on insurance options or negotiate terms with insurers, and be ready to explain your thought process.
✨Familiarise Yourself with FCA Regulations
Understanding the regulatory environment is crucial for this position. Brush up on FCA regulations related to insurance and be prepared to discuss how you would ensure compliance in your role as an Adviser.
