I am working with a fast-growing client in Swindon, who are seeking a driven, personable Insurance Consultant to join their team.
You will be responsible for the management of the retention of the existing client base and achieve desired growth through maximising opportunities for cross sell, up sell and new business opportunities.
Exceptional levels of customer service should be always demonstrated, with a focus on renewal retention.
Ideally coming from some experience within Insurance, this is a position based within the Sales team predominantly managing the retention of existing clients.
Ensuring excellent customer service at all times and seeking opportunities to cross sell, up sell and source new business.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.