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Permanent

Private Client Insurance Advisor Experienced Personal-Lines Candidates

Birmingham
money-bag 26000.00-26000.00 Annual
3072185682
Posted Yesterday

If you have solid experience in personal lines insurance and want to deliver a more advisory, relationship-led service, this role offers an excellent next step.You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high-value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.What You Will Have Proven personal-lines insurance experience in a regulated environmentConfident telephone manner and strong communication skillsHigh attention to detail and accuracyAbility to build rapport with mid to high net worth clientsCompetence with CRM systems and general office software Earnings and Bonus Base salary up to £30,000 depending on experienceMonthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per yearAdditional £1,000 annual bonus linked to po

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