Private Client Adviser
Private Clients Account Handler, Middlesex/Surrey. Up to £30k basic plus excellent benefits and bonus.
This prestigious, well established independent brokerage, have a new position for a Private Clients Adviser to assist in further developing their High Net worth book.
This is a varied role covering a wide range of products across Mid and High Net Worth.
You will handle both new and existing customer enquiries, dealing mid-term adjustments and renewals.
Providing a highly effective service at all times and working in line with company and department procedures, service standards and industry regulations.
A large emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals, up-selling and cross-selling. Assessing each individual risk and offering the best possible advice on suitable cover and risk management.
Also developing strong relationships with insurers as you will be liaising with them on a daily basis.
To apply you must have experience in handling personal lines, ideally with experience dealing with High Net Worth customers.
You'll be able to demonstrate a very professional approach and be customer focused/driven.
Possess strong communication and organisation skills.
For further details on this and many other great opportunities in the insurance market, please contact Andrew Stark on .
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.