Private Client AdvisorLocation: PenrithPackage: £NegotiableWe''re delighted to be strengthening our Private Client team out of Penrith as part of our wider ongoing growth as A Forever Company with the addition of 2 Private Client AdvisorsYou''ll be supporting our customers with their requirements across the full cycle from New Business to Renewal and everything in between.Overview:Achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirementsKey responsibilities:Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets and KPI''sEnsure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordinglyOffer and attend physical client visits where required/appropriateConduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.Handle claims reported and support client through the claims processComplete all roles and tasks as required by your line manager, ensuring you adhere to business procedures and policies at all timesReview client documentation and ensure its accuracy and that