Private Client Insurance Advisor
?? Poole
?? £25,000 - £30,000
The Company:
A well-respected insurance brokerage is seeking a Private Client Insurance Advisor to join their team in Poole. This firm prides itself on delivering personalised insurance solutions and fostering lasting client relationships.
The Role:
As a Private Client Insurance Advisor, you'll provide tailored insurance solutions for high-net-worth and private clients. You'll manage renewals, mid-term adjustments, and new business enquiries, ensuring exceptional service and expert guidance.
Key Responsibilities:
- Advising private clients on their insurance needs with a consultative approach
- Managing renewals, policy amendments, and new business efficiently
- Building and maintaining strong relationships with high-net-worth individuals
- Working closely with internal teams to ensure a seamless client experience
Why This Role?
�? Career Growth: Opportunities for progression within a leading brokerage
�? Financial Incentives: Competitive salary £25,000 - £30,000
�? Supportive Environment: Work within a team that values expertise and collaboration
The Required Skills:
? 2-3 years' insurance experience, ideally within private client insurance
? Strong technical knowledge of personal lines and high-net-worth policies
? Excellent communication and relationship-building skills
? Ability to provide bespoke insurance solutions with a professional approach
Job Synonyms:
Private Clients Broker, Private Client Account Executive, HNW Insurance Advisor, Personal Lines Specialist, Private Clients Consultant
Referral Fee:
Not the right fit for you? Know someone who might be interested? Refer a candidate and earn a referral bonus upon a successful recommendation.