Private Client Advisor

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Private Client Advisor

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’ll 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.

• 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…