Private Client Insurance Adviser

Title: Private Client Insurance Adviser
Location: Bournemouth
Salary: Negotiable plus benefits

Overview:

Alan & Thomas Insurance (part of Brown & Brown Europe) an established Insurance Broker with multiple locations across the South of England are currently looking for a Private Client Insurance Adviser to join their dedicated and experienced team in the Bournemouth office.

In the adviser position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. As an Adviser you will manage an existing book of business assisting with new enquiries to expand the Company's client base.

You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.

The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals.

The day to day:

Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
Handle nominated existing business insurance enquiries in a proactive manner
Review the demands and needs of assigned customers and advise on the most appropriate cover to meet their demands and needs
Create high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skills
Produce accurate quality client documentation is provided to clients.
Work with insurers and other third parties regarding client insurances and needs building effective business relationships.
Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
Adhere to FCA regulations and requirements.

What's on offer:

Negotiable Salary, package & benefits
Joint Pension contribution scheme
Salary Sacrifice options including dental and healthcare
Discounts site for restaurants, cinema, retailers
Cycle to work scheme
Health & Wellbeing programme
Casual dress code in office
Performance related bonus
Annual leave that rises with length of service

Your Experience:

Requirement of at least 1+ year general insurance experience either broking or underwriting, consideration will be given to other Financial Services sector experience.
Ability to handle new enquiries, renewals and mid-term adjustments of insurance policies
Good customer service and negotiation skills
Effective planning, administration and organisational skills
Ability to work calmly under pressure
Excellent oral and written communication skills with the ability to professionally represent the Company
Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
Acturis insurance broking software knowledge is an advantage
Commitment to progress towards Cert CII