Client Handler - Private Clients HNW

  • Date Posted: 29/04/2022
  • Employment Type: Full Time, Permanent
  • Salary: Competitive
  • Working Pattern: Monday to Friday 8.45am to 5.00pm
  • Location: Twickenham
  • Benefits: Hybrid (after qual. period), Bonus, healthcare, Funded CII
  • Division: Private Clients

Exciting career-growth opportunity for an experienced Personal Lines Insuance professional with a passion for people and customer service to join a specialist Private Clients Team within one of the UK’s largest Independent Insurance Brokers.

You’ll play an essential part of this highly respected and successful team in delivering bespoke insurance solutions to a large client base of High Net Worth individuals.

THE ROLE

Our Private Clients Team are experts in their field, delivering high quality insurance products (including: Home, Motor, Fine Art & Jewellery, Yachts & Motorboats, Leisure & Lifestyle and Family Office) and related advice to High Net Worth individuals.

On a day to day basis, you will have responsibility for administering policies, liaising with Insurers and clients to find the best solutions, provide support to the Client Managers and act as a reliable and informed point of contact for clients.

Additionally, you will:

  • Provide a positive client experience through careful and tailored communication
  • Manage renewals with accuracy and confidence
  • Confidently deal with policy adjustments, renewal invitations and placing policies
  • Assist with new business and identify cross-selling and upselling opportunities
  • Handle day-to-day enquiries
  • Manage Insurer relationships
  • Manage own book of business, ensuring insurance needs (however bespoke) are met

It’s also important that you have the confidence to seek and maximise opportunities with existing relationships and emerging wealth, as you’ll be developing and growing your own book of business as part of a Team that owns its budget and takes responsibility for its success.

You’ll be ready for a challenge and be looking to develop your professional career within a close-knit, friendly team.  You’ll be provided with all the tools you need to make this role a success, including; product specific training, peer support and a fully funded CII journey.

If successful, you would be joining one of the highest performing teams within the business with plans in place to grow by 25% within the next 3 years.

SKILLS & EXPERIENCE
  • A technically strong understanding of Personal Lines products in the High Net Worth Market
  • Agile and intuitive thinking; an ability to make decisions quickly and confidently
  • Effective organisation, accuracy and attention to detail
  • Solid workload management skills
  • Effective, confident & considerate communication and an ability to adapt your communication style accordingly
  • Excellent level of written and verbal communication
  • Able to demonstrate exceptional levels of integrity and discretion at all times
  • Organisation, accuracy and attention to detail
  • Passion, energy and a strong customer service ethos
  • IT confidence and ideally, experience of using the Acturis broking system
  • Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths
  • Be Cert CII qualified or be prepared to start and commit to your Cert journey

You’ll thrive on making a difference to a company, be a professional and convincing communicator, and enjoy being challenged in role that gives you balance and reward in equal measures.  In return we can offer you a challenging and rewarding job within a professional, fun and relaxed working environment.

Whilst we naturally welcome professionalism, accuracy and technical ability, we also put a high value on personality, team fit and the ability to make a positive difference to the team and to the wider company. 

Whilst we naturally welcome professionalism, accuracy and technical ability, we also put a high value on personality, team fit and the ability to make a positive difference to the team and to the wider company. 

WHO YOU’LL BE WORKING FOR

We are a family-friendly company and place our staff at the very core of who we are and what we do.  By championing training and development, we aim to get the best out of everyone we work with by going above and beyond. We are proud to be:

  • One of the UK’s largest, independent Insurance Brokers
  • Investors in People Gold Award Holders
  • A CCII Chartered Broker
  • A Top 5 Broker to work for
  • A people-centric employer with strong values
  • A company that actively encourages and sponsors continual personal development
REWARDS & BENEFITS

You’ll thrive on being challenged in a role that provides balance and reward in equal measures and, in return, you’ll benefit from:  

  • A rewarding role within a supportive and fun working environment for a company with an exceptional industry-wide reputation for training and development
  • A generous annual salary, reflective of your experience and commitment
  • Annual Profit Share Bonus
  • Hybrid Working (after qualifying period)
  • Healthcare Insurance
  • Fully funded CII pathway (including membership, study materials, exam entry and paid study leave) plus achievement awards
  • Daily dress-down
  • Opportunity to participate on our proactive Corporate Social Responsibility programme, including fundraising for local projects and regular support for local food banks
  • Fun company events and social opportunities
  • Town centre office close to Twickenham station
APPLY

A role with Sutton Winson will offer you the opportunity to learn, develop, progress and succeed as well as work with a great bunch of people in a relaxed and supportive environment.

Apply today if you think Sutton Winson could work for you.

Equality & Diversity Commitment

Sutton Winson Ltd recognises and encourages the values that diversity brings and are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, race, colour, nationality, ethnic or national origin, age, disability, sexual orientation, gender reassignment, religion or belief, marital or civil partner status or pregnancy and maternity.  We therefore positively encourage applications from all suitably qualified and eligible job applicants.

By applying for this position you are consenting Sutton Winson to contact you via phone or email regarding this or future vacancies. We will keep your details and your CV for 6 months, you can opt out by emailing recruit@swib.co.uk. After this period it will be disposed of in the correct manner. Please select to confirm.

Your details will be held in accordance with our Privacy & Fair Processing Policy

Friendly but professional group of people, everyone seems very proud to say they work here and takes pride in their work. 

Olivia Blanco

Client Executive, Commercial

Great place to work. Good atmosphere. Awesome staff. 

Annis El Marzak

Client Handler, Employee Benefits (New Business)

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