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    • Broking

    Ref:VR/34783/JB

    Role: Private Client Advisor
    Salary: GBP20,000 – GBP24,000
    Location: Surrey
    Job type: Permanent
    Industry: Insurance

    Our client is currently seeking a Private Client Advisor to join their Office in Rehill, with occasional visits to their other offices.

    Job Purpose:
    – Provide a day-to-day technical, competent, responsive and efficient administrative service to clients
    – Client retention through the provision of a professional service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium
    – To comply with regulatory requirements, industry codes of practice and the Companys own procedures and rules
    Responsibilities:

    – Providing quotations for new and existing business both verbally and in writing
    – Preparing and administering renewals
    – Administering Mid Term Adjustments
    – Liaising with clients and insurers
    – Liaising with Account Executives
    – To answer the telephone, ensuring that information given is accurately recorded
    – To make written records of all conversations and meetings
    – To carry out tasks which from time to time may reasonably be requested by a senior member of staff
    – To ensure self-development through attendance at Technical Seminars, Courses, Professional Studies etc.
    – To ensure diary checks are maintained
    – To provide a positive contribution to the team objectives
    & Skills:

    – Minimum of 1years motor / household insurance experience
    – Acturis system – useful but not essential
    – Cert CII or working towards
    – Meeting and dealing directly with staff at a senior level
    – Minimum of 1years motor / household insurance experience
    – Excellent and accurate administration & communication skills
    – Networking / influencing skills
    – Problem solving ability
    – Ability to utilise IT for maximum advantage

    If you have the relevant experience please do not hesitate to contact us now on 01992 445 710 or email us at admin@lawesgroup.co.uk.

    Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

    Dont miss out on new opportunities, visit our website now! www.lawesrecruitment.co.uk

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