Private Client Insurance Advisor

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:

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