Hnw Advisor - Poole, United Kingdom - CAPIO RECRUITMENT LIMITED

Tom O´Connor

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Tom O´Connor

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Description

Personal Lines/HNW Advisor

Location:
Poole


Salary:
£25,000-£30,000 + benefits and excellent career support


The Company:


Our client is a successful and well-established broker in the Poole area who are looking to add to their private clients division.

If you are keen to join a business who provide a professional and busy working environment and where you an progress your career then this might be the role for you


The Role:


You will manage a range of personal lines / HNW covers and clients, covering existing business and new business enquiries across covers such as household, motor and travel.


Working towards individual and team targets you will look to offer fantastic service and care to your clients along with technical expertise and market knowledge to secure them the best cover possible from a range of insurance providers.

This is a brilliant opportunity to join an excellent team and make your mark in a growing company.


The Required Skills:

General experience in personal or HNW insurance is preferred ideally with the ability to use and work to broker systems and practices (e.g. underwriting, claims, accounts, etc)

Preferably you will be working towards CII exams but full support will be provided

Either GCSE English and Mathematics grade C / 4 or experience working successfully where numerical and written accuracy were required


Job Synonyms:
Personal Lines Account Handler,
Private Clients Account Handler, Personal Lines Adviser, Account Handler, Broker, Insurance Technician, Insurance Adviser, Insurance Advisor, Sales Executive, Account Technician, Placement Broker, Wholesale Broker, Account Broker, Client Adviser, Client Executive,Insurance Account Manager, New Business Account Handler, Insurance Sales Executive, Insurance Consultant


Referral Fee:


Not right for you but you know someone who maybe suitable? Please get in touch to enquire and hopefully secure yourself a referral fee for a successful recommendation.


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