Job Description

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.



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.