Private Client Advisor

Summit Personnel Ltd
14 May 2017
13 Jun 2017
Contract Type
Full Time

Summit Personnel has been appointed by this expanding and highly reputable Insurance Broker who are currently recruiting for a Private Client Advisor to join their Lancaster office.

Key duties as Private Client Advisor will include:

  • Deal with customers in writing and over the phone, selling new insurance policies and policy renewals
  • Identify cross selling opportunities whilst ensuring customers are treated fairly at all times
  • Carry out mid term adjustments and other relevant administrative duties.

In order to be considered for the role of Private Client Advisor, you should possess the following skills and experience:

  • Experience within an insurer or Broker with a thorough understanding of regulatory requirements within the industry
  • Strong communication skills, both written and over the phone
  • Organised with the ability to manage a personal diary system whilst also working as part of a team
  • Experience of working to targets

In return, you will be offered a competitive basic salary and bonus package and the opportunity to work with a firm who can offer real career progression.