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Insurance Advisor - HNW

  • Salary: £20,000 - £22,000 pa per year
  • Job Type:Permanent

Posted over 3 years ago

Your new role:

 

 We are seeking professional, ambitious, career minded individuals to join our team.

The successful candidate will be able to:

• Deal confidently with High Net Worth clients both face to face and over the phone

• Cultivate and maintain excellent relationships

• Demonstrate strong communication skills and an enthusiastic sales ability

• Deal confidently with SME clients both face to face and over the phone

Renewals, New Business, MTA’s and claims handling

· Controlling my own portfolio of clients (usually 40-50 per month)

· Providing technical expertise and advise as required

· Maintaining and improving high levels of business retention

· Dealing with premium from £500 to £15,000 on a daily basis

· Providing a professional, friendly, helpful and informative service

· Prioritising daily workload with the ability to meet tight deadlines

· Maintaining a daily diary system

· To be able to work independently acting on my own initiative

· Cross selling

· Household and occasional motor polices

Renewals, New Business, MTA’s and claims handling

· Controlling my own portfolio of clients (usually 40-50 per month)

· Providing technical expertise and advise as required

· Maintaining and improving high levels of business retention

· Dealing with premium from £500 to £15,000 on a daily basis

· Providing a professional, friendly, helpful and informative service

· Prioritising daily workload with the ability to meet tight deadlines

· Maintaining a daily diary system

· To be able to work independently acting on my own initiative

· Cross selling

· Household and occasional motor polices

· Controlling own portfolio of clients  

· Providing technical expertise and advise as required

· Maintaining and improving high levels of business retention

· Providing a professional, friendly, helpful and informative service

· Prioritising daily workload with the ability to meet tight deadlines

· Maintaining a daily diary system

· To be able to work independently acting on own initiative

· Cross selling

Ideally, you will have a good standard of general education to graduate level with a minimum of 1 years’ experience in either Commercial Insurance or Commercial Insurance Broking including New Business Development. You will also be given the opportunity to study for nationally recognized professional qualifications.

You will have plenty of scope to progress, as your skills develop.

We have ambitious growth plans, so prospects for career progression are excellent and your contribution will be fully acknowledged and rewarded.

 

Required skills/traits

  • Commercial Insurance
  • General insurance
  • Customer focused
  • Career orientated

 

 

 

 

 

Please note, should you not receive feedback within 28 days, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.