Private Client Broker
Isle of Man
Permanent
Our client seeks a Private Clients Broker to join their team.
Role Profile:
Working towards continued growth, to effectively and efficiently manage a portfolio of high net worth Private Clients to support the Brand providing support and assistance for the Private Clients team. To ensure that all activities comply with regulatory and market standards and to understand and adopt relevant Company Policy and Procedures to ensure suitable records are held and maintained to audit standards.
Key Responsibilities:
- To provide quotations and issue new policies, adjustments and renewals predominantly on high net
- worth contracts but also using standard personal insurance products where appropriate.
- To assist clients with their claims according to policy type and procedure.
- To assist with other personal insurance enquiries from a range of private clients.
- To maintain good relationships with insurers and other suppliers to ensure the range of products are
- market leading and profitable.
- To seek to exploit new business opportunities through existing and new accounts.
- To help with organising and attending campaigns and events where appropriate, bearing in mind that most of these events will be outside of normal working hours.
- To assist with incoming calls from clients and external suppliers in a professional manner.
- To take responsibility for a book of clients, as required.
- Assist the team by contributing to the on-going development and improvement of internal systems and processes to support effective and efficient management of new and existing private client Insurance policies.
- To develop working relationship with clients to promote customer satisfaction.
- To be consistent with delivery of excellent customer service.
Key Skills and Qualifications:
- Completion of A-Levels or equivalent - Desirable
- Previous insurance experience - 2 to 3 years desirable
- Ideally Cert CII and studying towards Diploma
- Knowledge of Acturis would be advantageous
- Proficient in Microsoft packages including word, outlook and excel
- Understanding and knowledge of (JFSC / GFSC / IOM FSA) rules and guidelines relating to commercial and private customers - To develop as part of role
- Experience in dealing with high net worth individuals (with integrity)
- Knowledge of personal & high net worth insurance products (desirable)
- Confident and effective communication skills - to include excellent telephone skills and ability to construct good written communication (letter & emails)
- Demonstrates close attention to detail / accuracy
- Excellent customer service (Ability to liaise well with clients and colleagues)
- Ability to develop and sustain relationships with both internal and external customers
- Ability to plan, organize and prioritise own workloads to ensure that deadlines and targets are adhered to
- Presentation skills (delivers with confidence demonstrating knowledge within area of responsibility)
- Ability to work under pressure at times, without supervision
- Team player - demonstrate an ability to work jointly and supportively with colleagues
