Description
An exciting opportunity has arisen for an astute Snr Client Advisor to join our fast-paced HNW broking team. You’ll be responsible for managing an extensive book of business providing bespoke solutions to a broad spectrum of personal lines clients.
Your day to day will consist of:
- Managing a large portfolio of cross-class HNW business
- Working efficiently on achieving targets for retention, new business, and cross selling
- Dealing with general enquiries from clients, including new business, mid -term renewals and retention, always providing the best customer service
- Managing policy renewals effectively and with accuracy
- Drafting professional reports and request key information from clients
- Providing support to other team members and assist in training newer team members.
Skills & Experience
You’ll be a natural and enthusiastic communicator with a strong customer service ethos, and a willingness to continue your own learning and development journey.
In addition, you’ll:
- Have a solid technical understanding of Personal lines insurance including HNW Private clients and will have worked in a similar broking role.
- Previous experience of looking after an extensive book of business
- CII Cert qualified as a minimum and a desire to continue studying towards the Diploma
- Be confident in building effective relationships with your clients, your team and the wider company
- Be organised, accurate and have excellent attention to detail
- Have passion, energy and a strong customer service ethos
- Be effective, confident & considerate in your communication and be able to adapt your communication style accordingly
- Intuitive thinking and confidence with decision making
Nice-to-Haves:
- Experience of using Acturis would advantageous but full training would be provided
Rewards & Benefits:
At Sutton Winson, we focus on developing our people and giving them opportunities to progress. You'll receive a unique and tailored development pathway and as you grow within our business, your successes and hard work will be rewarded and celebrated.
On top of all the usual good stuff (competitive salary, generous holiday allowance, pension contributions etc.), you can also look forward to a competitive package that will develop as you do, as you enjoy the following benefits (and more!):
- Tailored learning and development program shaped to your career aspirations
- Annual profit share bonus scheme
- Hybrid Working (after qualifying period)
- Fully funded CII pathway, including membership, study materials, exam entries, and paid study leave, with awards and bonuses to reflect progress
- Employee Assistance Programme, providing access to vital resources like GP consultations, dental apts, health checks and mental health support, etc..
- Cycle2work scheme, Season Ticket Loans, free eye tests through Specsavers, and long service awards.
- Insurance discounts
- The opportunity to be a part of our Corporate Social Responsibility program, contributing to local projects, help shape environmental policy and support staff wellbeing.
- Daily dress-down; for us, it’s not about what you wear but what you do. Just be your authentic self and dress for your day.
When you work for us, you're part of:
- One of the UK's largest Charted Insurance Brokers.
- Proud holders of the Investors in People Gold Award.
- Holders of the Investors in Customers Gold Award
- A people-centric employer with strong values.
- A company that actively fosters and supports continuous personal development.
If you're looking for an opportunity to learn, grow, and thrive, all while being a part of a fantastic group of people in a relaxed, family-friendly, and supportive environment, then Sutton Winson is the place for you.
Equality & Diversity Commitment
At Sutton Winson, we want to hire people from all walks of life – no matter your gender identity, race, ethnicity, sexual orientation, age or background. If you’ve got the right attitude and skills needed to properly support our clients and help us achieve our goals, you’ll fit right in.
We're committed to continuing to build an inclusive culture that empowers our people to do their best work, have fun and feel that they belong.
