Private Clients Broker - Guernsey
About this role:
- To effectively and efficiently manage a portfolio of high net-worth Private Clients to support the Rossborough Brand providing support and assistance for the Private Clients team.
- To effectively and efficiently provide professional customer service and advice to clients at all times, both face-to-face and via telephone/email
- 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 on a daily basis.
- To take responsibility for a book of clients, as required.
- To help organise and attend campaigns and events where appropriate, bear in mind that most of these events will be outside of normal working hours.
- To ensure timely collection of insurance premiums.
- To process all relevant documentation received in an efficient manner maintaining the highest level of client administration.
- To develop working relationships with clients to promote customer satisfaction.
- To drive results in terms of retention and growth and work towards achieving departmental targets.
- To promote the Rossborough Brand and cross-sell additional applications and services to clients.
- To ensure that all activities comply with regulatory and market standards and to understand and adopt relevant Company Policies and Procedures to ensure suitable records are held and maintained to our audit standards.
- A full job description can be supplied upon application.
Benefits and Health & Wellbeing Initiatives
- 25 days paid holidays from January to December & payment for Bank and Public holidays.
- DSE / Eye test.
- Charity initiatives.
- Substantial Employee Assistance Programme (EAP) where you (& your family) can enjoy the benefits of health and wellbeing advice.
- Option to enrol onto Dental Insurance scheme
- Pension
- Private Medical Insurance
Key skills, knowledge and competencies
Confident and effective communication skills
To include excellent telephone skills and the ability to construct good written communication (letters & emails).
Demonstrate close attention to detail/accuracy
Excellent customer service (ability to liaise well with clients and colleagues)
Experience in dealing with high net-worth individuals (with integrity)
Ability to work under pressure at times, without supervision
Team player
To demonstrate an ability to work jointly and supportively with colleagues.
To study towards the Certificate in Insurance and further studies as relevant via the Chartered Insurance Institute
Proficient in Microsoft packages including Word, Excel and Outlook
If you would like to apply for this role or request further information, please contact careers@rossboroughgroup.co.uk
Why Rossborough?
People
Our customers are at the centre of all that we do, each and every day.
Service
We always go out of our way to deliver a local, personal service.
Trusted
We’ve been trusted with islanders’ most important possessions for over 80 years.
Committed
We are committed to providing policies that best fit our customers’ requirements.
Safe
We are a safe pair of hands. When you need us most, we’ll be there.
Professional
We are a qualified, experienced team who always deliver professional service.
