About this role
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
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
Skills:
• 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
The preferred job holder will match the following requirements:
• 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.